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

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.”

Sir Isaac Newton: Visionary Scientist, Lousy Investor

POSTED ON August 27th - POSTED IN Art of Valuation, Replacement Cost, Risk

By Lewis Johnson - "I can calculate the movement of stars but not the madness of men."

Quantitative Easing: Perception vs. Reality

POSTED ON July 30th - POSTED IN Risk

By Lewis Johnson - The US Federal Reserve’s Quantitative Easing (QE) program of bond buying has been one of its most controversial policies in recent years. In this week’s Trends and Tail Risks, we examine QE by[…]

The Power- and Illusiveness- of Long Term Compounding

POSTED ON July 16th - POSTED IN Risk

By Lewis Johnson - Financial history is fascinating. History offers nearly endless lessons from which we can learn, if we would only but study them. Of all the examples of financial history I have studied, one of the[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

Email Me!

Newsletter Signup

Featured On

Most Popular