StrongVest Insights

Words of financial wisdom from the StrongVest team

Tag: Interest Rates

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...

Inconceivable!

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Jun 14, 2018

“Inconceivable!” —Vizzinni in The Princess Bride “The impossible could not have happened, therefore the impossible must be possible in spite of appearances.” —Agatha Christie, Murder on the Orient Express “How often have I said to you that when you have eliminated the impossible, whatever remains, however improbable, must be the truth?” —Arthur Conan Doyle, The...

Planet of the Apes

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // May 31, 2018

“All my life I have awaited your coming and dreaded it, like death itself.” —Dr. Zaius in Planet of the Apes (1968) “The Forbidden Zone was once a paradise; your breed made a desert of it…” —Dr. Zaius in Planet of the Apes “Taylor: There’s got to be an answer to it [to how humans...