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

Creditors in the Crosshairs?

POSTED ON September 23rd - POSTED IN Credit

By Lewis Johnson - Another meeting of the Board of Governors of the U.S. Federal Reserve has come and gone and still short term interest rates remain nailed to the floor. It’s been a full seven years that they have[…]

Equity Market Volatility (Finally) Catches up to Credit Market Volatility

POSTED ON September 9th - POSTED IN Credit

By Lewis Johnson - The last few weeks have been very eventful in the markets. Many are asking what this newfound volatility means. In the following paragraphs we outline the thoughts of one insightful observer, Ray[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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