TRENDS & TAIL RISKS™

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

If Something Cannot go on Forever It Will Stop

POSTED ON February 10th - POSTED IN Thinking About the Future

By Lewis Johnson - The scope of damage that has taken place in the markets over such a brief period of time has been substantial. We have been planning for this event for many months. Especially troublesome for those[…]

Have We Seen the Peak?

POSTED ON October 21st - POSTED IN Gold, Cycles, Thinking About the Future

By Lewis Johnson - Many of us grew up enjoying the cartoon Peanuts and its Charlie Brown Specials on TV. Charlie was the brainchild of Charles Schulz, who is now widely considered to be one of the most influential[…]

Memory Lane: Chinese Currency Devaluation

POSTED ON August 12th - POSTED IN Thinking About the Future

By Lewis Johnson - China has devalued its currency by almost 4% in two days. What does it mean for China and global asset markets? This week’s “Trends and Tail Risks” takes a walk down memory lane back to the Asian[…]

Understanding Life Forwards

POSTED ON July 29th - POSTED IN Thinking About the Future

By Lewis Johnson - We live in a complex financial world. How to make sense of it? I have adopted the practice of studying indicators to help me quantify important financial relationships and to ask better questions.[…]

Eyes on the Prize

By Lewis Johnson - The story of struggle, of hard work in a time of great adversity which leads through travail to eventual triumph, is an eternal human story. In all cultures and in all languages we can find examples[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

Email Me!

Newsletter Signup

Featured On

Most Popular