A monthly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

Long Term Outperformance

POSTED ON August 19th - POSTED IN Portfolio Construction for a Challenging World

By Lewis Johnson - One of my greatest joys is to rediscover the wonder of the markets when I rediscover them anew through the eyes of the younger analysts that I train. The best way to learn a subject is unquestionably[…]

Memory Lane: Chinese Currency Devaluation

POSTED ON August 12th - POSTED IN Thinking About the Future

By Lewis Johnson - China has devalued its currency by almost 4% in two days. What does it mean for China and global asset markets? This week’s “Trends and Tail Risks” takes a walk down memory lane back to the Asian[…]

Whether to Invest with the Weather

POSTED ON August 5th - POSTED IN Art of Valuation, Replacement Cost, Bottom Up Analysis

By Lewis Johnson - As an investor the most important decision I make every day is what to ignore. After all, it’s a big wide world with literally tens of thousands of financial securities in it: stocks, bonds and other[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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