StrongVest Insights

Words of financial wisdom from the StrongVest team

Tag: inverted pyramid

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...

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...