StrongVest Insights

Words of financial wisdom from the StrongVest team

Tag: Risk

The Blind Men and the Elephant: De-Globalization Accelerates as Tariffs Rise

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Mar 15, 2018

“A group of blind men heard that a strange animal, called an elephant, had been brought to the town, but none of them were aware of its shape and form. Out of curiosity, they said: “We must inspect and know it by touch, of which we are capable.” So, they sought it out, and when...

Potash: A Study in Patience

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Dec 14, 2017

Chief Conclusion: We have watched and waited for a decade for Potash Corp. of Saskatchewan (POT) to become cheap enough to purchase again. A few days ago, we finally pulled the trigger and decided to invest. Below we outline how our unique analysis helps us to identify value and how we are continuing to find...

Hurricane Irma and the Limits of Prediction

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Sep 20, 2017

Chief Conclusion: Hurricane Irma gave all of us in southwest Florida a real world example of the limits of prediction. In life as in the financial markets, we believe it’s better to beat the rush and panic early. This confronts us with the challenge of acting on imperfect information, which is never easy to do....