StrongVest Insights

Words of financial wisdom from the StrongVest team

Tag: Europe

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...

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,...

Homage To Catalonia

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Oct 05, 2017

Chief Conclusion: Catalonia, an autonomous community within Spain, has voted for independence. Spain’s government is cracking down. How will it end and what does it mean for global markets? Our concern is that the global challenge to the political status quo is on particularly explosive grounds in Europe, whose long-festering structural weaknesses have been causing...