StrongVest Insights

Words of financial wisdom from the StrongVest team

Tag: Currency

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...

The Blind Men and the Elephant: De-Globalization Accelerates as Tariffs Rise

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Mar 15, 2018

“A group of blind men heard that a strange animal, called an elephant, had been brought to the town, but none of them were aware of its shape and form. Out of curiosity, they said: “We must inspect and know it by touch, of which we are capable.” So, they sought it out, and when...

Research Trip to Ireland Suggests Europe’s Financial Problems Are Not Over

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Nov 15, 2017

Chief Conclusion: Our recent research trip to Ireland’s “Kilkenomics” Conference strengthens our belief that the recent lull in Europe’s ongoing sovereign debt crisis will prove temporary. Countries that have adopted the Euro as their currency are especially vulnerable to nationalistic populism. Divisive politics are paralyzing governments, disabling them from answering the challenges of their citizens,...