StrongVest Insights

Words of financial wisdom from the StrongVest team

Tag: Discipline

The Difference Between Brains and a Bull Market

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Nov 29, 2018

Chief Conclusion Coach Nick Saban’s success at the University of Alabama shows that disciplined processes win championships. In our opinion, investing is no different. Investment returns are something that you earn later, only after you take the risk. Our research process is relentlessly focused on understanding the difference between good risks and bad risks. Identify...

Fearless Twenty-Six-Year Olds

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Apr 25, 2018

“There is nothing better than a twenty-six-year-old in a great bull market, especially in a bubble. They are fearless…they know that the bull market cannot end and will never end. So, in the bull market, you’ve got to have a twenty-six-year-old. But, when the bull market ends, you don’t want the twenty-six-year-old around… They don’t...

The Humiliation Machine: Take the Risks That You Get Paid to Take

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Feb 22, 2018

Chief Conclusion: The market is a humiliation machine. When you are being the most rational, the market makes you look the most stupid. This is not a bug, it’s a feature. Why? Because the rational pursuit of investments with the least risk and highest reward will lead you time and again to invest in opportunities...