StrongVest Insights

Words of financial wisdom from the StrongVest team

Wealth Re-Distribution

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Feb 11, 2019

Chief Conclusion We agree with Jude Wanniski that the single biggest determinant of our collective economy’s success in the future may come down to how the electorate decides to treat wealth and income. We believe these are the incentives that drive the economy and its productivity. Consequently, it’s sobering to hear ever more shrill voices...

On Your Team

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Feb 05, 2019

Chief Conclusion When it comes to investing, it’s easy to get lost in the details of analysis and strategy while forgetting the noble purpose to which all its efforts are truly dedicated: helping families.   “Someone is sitting in the shade today because someone planted a tree a long time ago.” —Warren Buffett My favorite...

The Gold Analyst, Loneliest Guy in Town

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Feb 05, 2019

Chief Conclusion What we believe to be the biggest change in decades is underway in monetary policy, which is creating new winners and losers in the markets. Central banks are selling hundreds of billions of dollars of investments, as quantitative easing (QE) reverses. QE’s aim was to suppress volatility and levitate asset prices. It worked....

Not Even Wrong

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Jan 07, 2019

Chief Conclusion The Fed is overtightening. It is advancing interest rates at a faster pace than that currently priced into the market. The stock market’s recent plunge, the worst December performance ever, and recent strong rallies in long-dated US Treasury bonds and gold-related investments, suggest the market is starting to price in rising odds of...

Skate Where the Puck’s Going, Not Where It’s Been

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Dec 13, 2018

Chief Conclusion Markets are rightly focused on the future, on where the puck is going, not on where the puck has been. We try to direct our portfolios to where the puck is going through our discipline of a proactive asset allocation. As we get deeper into the cycle, our equity hedges in US Treasury...

The Difference Between Brains and a Bull Market

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Nov 29, 2018

Chief Conclusion Coach Nick Saban’s success at the University of Alabama shows that disciplined processes win championships. In our opinion, investing is no different. Investment returns are something that you earn later, only after you take the risk. Our research process is relentlessly focused on understanding the difference between good risks and bad risks. Identify...