StrongVest Insights

Words of financial wisdom from the StrongVest team

Tag: Thinking About The Future

The Humiliation Machine: Take the Risks That You Get Paid to Take

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Feb 22, 2018

Chief Conclusion: The market is a humiliation machine. When you are being the most rational, the market makes you look the most stupid. This is not a bug, it’s a feature. Why? Because the rational pursuit of investments with the least risk and highest reward will lead you time and again to invest in opportunities...

Research Trip to Ireland Suggests Europe’s Financial Problems Are Not Over

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Nov 15, 2017

Chief Conclusion: Our recent research trip to Ireland’s “Kilkenomics” Conference strengthens our belief that the recent lull in Europe’s ongoing sovereign debt crisis will prove temporary. Countries that have adopted the Euro as their currency are especially vulnerable to nationalistic populism. Divisive politics are paralyzing governments, disabling them from answering the challenges of their citizens,...

Searching for Junonias: The Art of Rejection

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Oct 18, 2017

Chief Conclusion: We agree with Warren Buffett and Charlie Munger that the best ideas are rare. Our discipline is to seek out the best ideas and hold them, ideally, forever. Our search for rare shells here on the beaches of southwest Florida can teach us a lot about successful investing.   One morning last week...

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....