StrongVest Insights

Words of financial wisdom from the StrongVest team

Tag: Steel

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...

Clients Deserve More Than “Conventional Failure”

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Dec 27, 2017

Chief Conclusion: I can’t tell you how many times in the investment business I have heard someone parrot to me the first quote above, Keynes’ famous line about how it’s better to “fail conventionally” than to succeed unconventionally. If this sad view is truly as widely shared in the investment business, as I fear it...