TRENDS & TAIL RISKS™

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

Creditors in the Crosshairs?

POSTED ON September 23rd - POSTED IN Credit

By Lewis Johnson - Another meeting of the Board of Governors of the U.S. Federal Reserve has come and gone and still short term interest rates remain nailed to the floor. It’s been a full seven years that they have[…]

Equity Market Volatility (Finally) Catches up to Credit Market Volatility

POSTED ON September 9th - POSTED IN Credit

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[…]

Sidney Homer: Father of Modern Bond Research

POSTED ON July 22nd - POSTED IN Bonds, Credit

By Lewis Johnson - Every day it seems I am reminded that there are so many things that investors must understand if they hope to navigate the markets safely and profitably. One thing is clear: an investor can never[…]

Why Credit Matters

POSTED ON April 22nd - POSTED IN Credit, Indicators

By Lewis Johnson - I have always been a very curious person. I can’t help but research and study some of the most paradoxical issues in the market. My goal is always a deeper understanding of how the financial world[…]

Pay Attention to What "Shouldn't" be Happening

POSTED ON April 1st - POSTED IN Credit, Thinking About the Future

By Lewis Johnson - I have learned a number of important lessons in my investing career. One of the most important lessons was to pay close attention to events in the market that did not seem to make sense. Oftentimes[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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