Trends & Tail Risks

A bi-weekly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

On Boring Bonehead Questions…and the Importance of Trust

POSTED ON May 24th  - POSTED IN Risk On / Risk Off

By Zev Abraham – Director of Research | May 24, 2018 In investing, trust is everything.  Especially the trust between investors and the management teams that run the companies in whom they invest. On May 3rd, in a now famously bizarre Tesla (TSLA) quarterly earnings conference call, the company’s CEO, Elon Musk refused to answer a […]

Old Dog, New Tricks?

POSTED ON May 17th  - POSTED IN Art of Valuation, Thinking About the Future

By LEWIS JOHNSON – Co-Chief Investment Officer | May 16, 2018 Six years ago, I began my third career as an entrepreneur.  My first career was a lobbyist for the textile industry, helping the South that had birthed and raised me to cope with pressures from intensifying international competition.  Investing was my hobby, which led me to […]

Introducing Sam Hassan, Managing Director

By LEWIS JOHNSON – Co-Chief Investment Officer | May 9, 2018 My name is Sam Hassan. I recently joined Capital Wealth Advisors as Managing Director of Investment Management. Thank you for reading the first edition of Market Caviar.  The goal of Market Caviar is to bring to light some of the things we consider important when making […]

RIP Coalmine Canary

By LEWIS JOHNSON – Co-Chief Investment Officer | May 2, 2018 English scientist John Scott Haldane was the first to introduce canaries into coalmines in the 1890s.  He had often been called upon to investigate lethal coal mine disasters.  During his investigations, he noted the bright red skin of the victims, which he soon realized came from […]

Introducing Zev Abraham, Director of Research

POSTED ON April 27th  - POSTED IN Portfolio Construction for a Challenging World

By LEWIS JOHNSON – Co-Chief Investment Officer | April 25, 2018 My name is Zev Abraham. I am our organization’s Director of Research. Over the coming months and hopefully years, I will be writing a column to add to our reader’s understanding of the investments we discuss and the economic, risk and other factors that come into […]