By Lewis Johnson - The last few weeks have been very eventful in the markets. Many are asking what this newfound volatility means. In the following paragraphs we outline the thoughts of one insightful observer, Ray[…]
By Lewis Johnson - One of my greatest joys is to rediscover the wonder of the markets when I rediscover them anew through the eyes of the younger analysts that I train. The best way to learn a subject is unquestionably[…]
By Lewis Johnson - China has devalued its currency by almost 4% in two days. What does it mean for China and global asset markets? This week’s “Trends and Tail Risks” takes a walk down memory lane back to the Asian[…]
By Lewis Johnson - As an investor the most important decision I make every day is what to ignore. After all, it’s a big wide world with literally tens of thousands of financial securities in it: stocks, bonds and other[…]
By Lewis Johnson - It seems as if I have been writing about Greece forever! But events there do continue to demand attention. Make no mistake: Greece is on the front lines of global over-indebtedness which is why it’s[…]
