By Lewis Johnson - Chief Conclusion Today’s “Trends and Tail Risks” is about what happens to leadership stocks when confidence flees, and bull markets turn into bear markets, which has taken place on average every nine[…]
POSTED ON
June 14th
- POSTED IN
Portfolio Construction for a Challenging World,
Indicators,
Thinking About the Future
By Lewis Johnson - CHIEF CONCLUSION Our goal is not to create “set it and forget it” portfolios but rather to proactively navigate a changing cycle. Because we do our own research in house, this means we are ready to[…]