TRENDS & TAIL RISKS™

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

The Message of Gold

POSTED ON March 23rd - POSTED IN Credit, Gold, Relative Value of Gold (and Credit)

By Lewis Johnson - Simplicity should be a constant goal in investing. Note the key word: goal. Sadly it’s a daunting effort to reach a simple understanding of our increasingly complex financial world. Often it takes[…]

Franco Nevada: The Art of Stock Selection in the Gold Sector

POSTED ON March 9th - POSTED IN Gold, Price of Gold, Relative Value of Gold (and Credit)

By Lewis Johnson - Gold is up 19% year to date against the backdrop of a volatile stock market. In fact, gold just clocked its strongest February since 1975. Is this the move we have been waiting for in gold? We[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

Email Me!

Newsletter Signup

Featured On

Most Popular