TRENDS & TAIL RISKS™

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

Icarus Falls: The Gold/Silver Ratio Breaks Down

POSTED ON July 14th - POSTED IN Gold, Thinking About the Future

By Lewis Johnson - Chief Conclusion Expect the ongoing bear market in confidence in central bankers and their minions to power a long and enduring bull market in gold. They are, in fact, one and the same thing. A[…]

Brexit: All Eyes on European Banks

POSTED ON June 15th - POSTED IN Thinking About the Future

By Lewis Johnson - Chief conclusion England’s upcoming vote on June 23rd may be the first of several votes that reveal the deep flaws embedded in the European Union. In particular, Europe’s undercapitalized and[…]

Is Spain the Next Greece?

POSTED ON June 1st - POSTED IN Thinking About the Future

By Lewis Johnson - Chief conclusion One is an anomaly but two makes a trend. Watch Spain’s elections this month for signs of anti-austerity contagion from Greece’s political and financial crisis.

Exploring Rapid Change in Oil Production & Airline Industries

POSTED ON May 4th - POSTED IN Cycles, Thinking About the Future

By Lewis Johnson - Chief conclusion Give each investment a fair and open-minded hearing, because the world is constantly changing.

Investing is Not a Game

POSTED ON April 6th - POSTED IN Thinking About the Future

By Lewis Johnson - Chief Conclusion Our own personal experience drives our focus on safety first.

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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