StrongVest Insights

Words of financial wisdom from the StrongVest team

Tag: cycles

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...

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...

Up the Escalator, Down the Elevator

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

Chief Conclusion The lightning fast 30% collapse in crude oil in recent days is a stark reminder of one market truism: markets go up the escalator and down the elevator. If your goal is to avoid being a victim of the cycle, our experience is that the best strategy is to be proactive and willing...