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[…]
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[…]
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[…]
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.[…]
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[…]