TRENDS & TAIL RISKS™

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

The End of the Blanche DuBois Market?

POSTED ON May 18th - POSTED IN Gold, Relative Value of Gold (and Credit)

By Lewis Johnson - Chief conclusion We believe that gold is entering a new bull market. If so, the opportunities for outperformance could be the greatest we have encountered in perhaps fifteen years.

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.

Remember Your Micro to Avoid Investing Mistakes

POSTED ON April 20th - POSTED IN Prices Allocate Resources

By Lewis Johnson - Chief conclusion A deep understanding of microeconomics can help investors avoid mistakes.

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.

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[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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