TRENDS & TAIL RISKS™

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

Panic Early: Beat the Rush!

By Lewis Johnson - Chief Takeaway Panic early: beat the rush! We are winning the investment battle because we have studied for years how to profit in volatile markets. Here’s how we are positioned and what we expect to[…]

Brexit: All Eyes on European Banks

POSTED ON June 15th - POSTED IN Thinking About the Future

By Lewis Johnson - Chief conclusion England’s upcoming vote on June 23rd may be the first of several votes that reveal the deep flaws embedded in the European Union. In particular, Europe’s undercapitalized and[…]

Is Spain the Next Greece?

POSTED ON June 1st - POSTED IN Thinking About the Future

By Lewis Johnson - Chief conclusion One is an anomaly but two makes a trend. Watch Spain’s elections this month for signs of anti-austerity contagion from Greece’s political and financial crisis.

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.

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.

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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