StrongVest Insights

Words of financial wisdom from the StrongVest team

Tag: banks

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...

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...

How I Learned to Stop Worrying and Love the Bond

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Nov 29, 2017

Chief Conclusion: Evidence continues to accumulate globally that the secular bull market in bonds is alive and well. We discuss the most recent data that includes Europe’s first negative yielding corporate bond (BBB- rated), failing relative performance of banks globally, and a quickly shrinking premium of U.S. government 30 year bond yields versus 5 year...