StrongVest Insights

Words of financial wisdom from the StrongVest team

Category: Event Lessons

Rhyming History

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Nov 26, 2018

Chief Conclusion “History doesn’t repeat but it does rhyme.” —Mark Twain Financial markets look ahead. Wait for the news and you may fall behind the biggest moves. It appears we are now very deep into one of the longest cycles of post-World War II financial history. Markets are seemingly falling “for no reason.” Is such...

Swimming Naked

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Sep 21, 2018

“Only when the tide goes out do you discover who’s been swimming naked.” —Warren Buffett “I got this feeling that it’s later than it seems.”  —Jackson Brown in “Doctor My Eyes” “Clothes make the man. Naked people have little or no impact upon society.” —Mark Twain  “You can have anything you want in life if you...

Submerging Markets Got You Down? Reflexivity Explains Why

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Sep 07, 2018

“Four hundred seventy-three million to one. Those are the odds against George Soros compiling the investment record he did as manager of the Quantum Fund from 1968 through 1993.”  —Paul Tudor Jones “I’ve learned many things from him (George Soros), but perhaps the most significant is that it’s not whether you’re right or wrong, but how...

Warren Buffet on Investing

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Aug 10, 2018

“People underrate the importance of just a few simple big ideas.” —Charlie Munger “Ben Graham taught me 45 years ago that in investing it is not necessary to do extraordinary things to get extraordinary results.” —Warren Buffett “Experience is the best teacher, but a fool will learn from no other.” —Benjamin Franklin “Only a fool...

Avoid the Monkey Trap

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Jun 28, 2018

“I made my money by selling too soon.” —Bernard Baruch “Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” —Sir John Templeton “Quitting while you are ahead is not the same thing as quitting.”  —American Gangster “Hell is truth seen too late.” —Hobbes “Most leave to be on time,...

Inconceivable!

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Jun 14, 2018

“Inconceivable!” —Vizzinni in The Princess Bride “The impossible could not have happened, therefore the impossible must be possible in spite of appearances.” —Agatha Christie, Murder on the Orient Express “How often have I said to you that when you have eliminated the impossible, whatever remains, however improbable, must be the truth?” —Arthur Conan Doyle, The...