TRENDS & TAIL RISKS™

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

Negative Interest Rates?

POSTED ON February 4th - POSTED IN Bonds, Credit

By Lewis Johnson - I am deeply curious about many things. I have always been driven to keep digging until I can understand why events happen as they do. My curiosity drives me to read a wide range of topics. Science is[…]

Forbidden Fruit

POSTED ON December 10th - POSTED IN Bonds, Credit

By Lewis Johnson - “Adam was but human — this explains it all. He did not want the apple for the apple's sake, he wanted it only because it was forbidden. The mistake was in not forbidding the serpent; then he would[…]

Our Bond Strategy: The Power of Duration

POSTED ON October 8th - POSTED IN Bonds, Credit, Portfolio Construction for a Challenging World, Risk

By Lewis Johnson - “The holy passion of Friendship is of so sweet and steady and loyal and enduring a nature that it will last through a whole lifetime, if not asked to lend money.”

Big Problems Start Small

POSTED ON May 21st - POSTED IN Bonds, Greece

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.[…]

Bond Market Clues

POSTED ON May 14th - POSTED IN Bonds

By Lewis Johnson - Investing wisely is challenging. But better information helps. Knowing is better than guessing!

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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