StrongVest Insights

Words of financial wisdom from the StrongVest team

Tag: investing

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...

Homer’s Iliad

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Oct 08, 2018

Chief Conclusion I drew two conclusions from my re-reading of Homer’s classic Iliad during my family’s annual vacation to the mountains. First, the importance of spending our time, our most precious resource, on that which truly matters. Second, that timeless epics such as the story of the battle for Troy have endured because human nature...