TRENDS & TAIL RISKS™

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

Greece: The Bank's Problem?

POSTED ON February 11th - POSTED IN Credit

By Lewis Johnson - We have been writing frequently about the unfolding problems in Greece since we highlighted the rising political risks there beginning in May of 2014, a full nine months ago. As so often happens, the[…]

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[…]

The Debt Hurricane

POSTED ON January 14th - POSTED IN Credit, Risk

By Lewis Johnson - "How did you go bankrupt?" Bill asked.

Uniquely American Outperformance?

POSTED ON December 24th - POSTED IN Credit

By Lewis Johnson - “The basic need of the creator is independence. The reasoning mind cannot work under any form of compulsion. It cannot be curbed, sacrificed or subordinated to any consideration whatsoever. It[…]

False Narrative: The Myth of All-Powerful Central Banks?

POSTED ON December 17th - POSTED IN Credit

By Lewis Johnson - “Never interrupt your enemy when he is making a mistake.”

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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