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

Investing Safely in an Unsafe World

POSTED ON December 30th - POSTED IN Bonds, Credit, Gold, Relative Value of Gold (and Credit)

By Lewis Johnson - Wealth cannot grow unless it is invested and therefore placed at risk. Done properly, over time, investing in the right risks can be amazingly rewarding. Choosing the right risks means avoiding the[…]

Junk Bond Turmoil: The Age of Consequences

POSTED ON December 16th - POSTED IN Bonds, Credit

By Lewis Johnson - One of the most important achievements of highly successful investors is to identify and understand - early on – a trend that becomes a dominant investment theme. Many professionals will spend their[…]

Bond Market: Turning Japanese?

POSTED ON December 2nd - POSTED IN Bonds, Credit

By Lewis Johnson - The financial world is a confusing place. Those of us with significant experience that pre-dates the Global Financial Crisis of 2007 - 2009 can easily see how much more complex the world is now than[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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