StrongVest Insights

Words of financial wisdom from the StrongVest team

Tag: Gold

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....

Skate Where the Puck’s Going, Not Where It’s Been

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Dec 13, 2018

Chief Conclusion Markets are rightly focused on the future, on where the puck is going, not on where the puck has been. We try to direct our portfolios to where the puck is going through our discipline of a proactive asset allocation. As we get deeper into the cycle, our equity hedges in US Treasury...

Something’s Gotta Give: High Political Uncertainty vs. Low Financial Uncertainty

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

“It is too soon to say.” —Chinese Premier Zhou Enlai’s view in 1972 on the 1789 French Revolution (possibly apocryphal) “Within our mandate, the ECB is ready to do whatever it takes to preserve the euro. And believe me, it will be enough.” —Mario Draghi, Head of the European Central Bank (ECB) on July 26, 2012 “The...