StrongVest Insights

Words of financial wisdom from the StrongVest team

Category: Investment Strategy

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...

Noseless Statues

by Lewis Johnson, Capital Wealth Advisors Co-Chief Investment Officer // Oct 29, 2018

Chief Conclusion We think that a disciplined investment process is the investor’s most valuable tool in a cyclical, changing world. “Many who are first will be last, and the last first.” —Mark 10:31   One of the great things about having home-schooled kids is their curiosity. You really do rediscover the world through their eyes....

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...

Searching for the World’s Best Investments? Begin by “Inverting.”

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Jul 27, 2018

“Think forwards and backwards – invert, always invert…many hard problems are best solved backward. Figure out what you don’t want and avoid it and you’ll get what you do want.” —Charlie Munger “Like any good algebraist, the pilot is made to think sometimes in a forward fashion and sometimes in reverse; and so, he learns...