By Lewis Johnson - Mark Twain once said, "History does not repeat itself but it does rhyme." This week we examine a precedent from 1931 for clues to the political debate underway now in Europe. We consider whether[…]
Lewis Johnson
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By Lewis Johnson - Cycles and their changing phases are everywhere around us. The twenty-four hour daily cycle comprises the opposites of day and night. The seasons transition from the cool of winter to the opposite[…]
By Lewis Johnson - Last week the Greek bond market took a beating after almost two full years of constant improvement. This week’s Trends and Tail Risks explains why you should care and what we are watching for next. […]
By Lewis Johnson - Investing wisely is challenging. But better information helps. Knowing is better than guessing!
By Lewis Johnson - Yields on US government 30 year bond have defied consensus expectations by falling almost 50 basis points (bps) year to date from a high of 3.98% to 3.45%. Falling long term interest rates have[…]
