Commodities 101

Commodities 101 The S&P 500 posted its worst first half of the year since 1970, down 20% through Second Quarter 2022.   Worries about surging inflation

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Don’t Fight the Fed

Don’t Fight the Fed To support the economy after COVID, the Federal Reserve massively increased their holdings of mortgages and bonds, totaling $9 trillion by

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2021: A COVID ODYSSEY

2021: A COVID ODYSSEY Similar to Stanley Kubrick’s 2001: A Space Odyssey, the stock market in 2021 was a COVID odyssey. After a constructive October,

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Economic Update

Economic Update It’s been a while since we issued an update on fundamentals, so we thought we’d roll up our sleeves and dig into the

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Adapting to Change

Adapting to Change My grandmother was born in 1898 when Oklahoma was still an Indian territory. The amount of innovative inventions and new technology developed

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CORONAVIRUS (COVID-19)

CORONAVIRUS (COVID-19) The coronavirus is the big news of 2020. Originally thought an airborne virus which can be contained by masks, corona is now believed

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KnowRisk® Coronavirus Update

KnowRisk® Coronavirus Update These are no doubt the “interesting times” from the old Chinese proverb. As discussed before, bull markets die from trigger points and

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A Decade in Review

A Decade in Review At New Years’ Eve in 2009, the mood was somber yet cautiously optimistic as the S&P500 had rebounded halfway from its

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Pick Your Pivot Point

Pick Your Pivot Point Growth has the Momentum For this KnowRisk Report, we are undertaking some research on the pivot points between the Growth and

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Yield Curve Inversion

Yield Curve Inversion While the 1st Quarter 2019 saw a much-welcomed V-shape recovery from the 4th Quarter 2018 decline, there are still a few clouds

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ABCs of Asset Allocation

The ABC’s of Asset Allocation “Choosing an asset allocation is one of the most important decisions that investors make.” – Rodgers & Associates, 2016 “In

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Bitcoin – Boom or Bust?

Bitcoin – Boom or Bust? With the massive surge in price last year, Bitcoin and a plethora of other cryptocurrency investments have dominated recent chatter

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Opportunities Abroad

Opportunities Abroad We are long believers in the power of international diversification. However, since 2009 the US S&P 500 has returned over twice the international

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Market Update

Market Update Part of our work at Equitas includes staying up to date on the latest research from top managers on Wall Street and across

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Pessimism Is Popular

Pessimism Is Popular An explosion rocks the Syrian city of Kobane during a reported suicide car bombing by the Islamic State, as seen from the

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Is it Euro € Time?

Is it Euro € Time? Many US investors have avoided European markets over the last several years as US markets have surged with a strong

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Behavioral Finance

Behavioral Finance For most researchers working in neuroscience, the Holy Grail is to discover how to regenerate the neurons of the brain. Such a feat

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The Fed Forecast

The Fed Foreccast What will interest rates do? Who really knows? The answer to that question is important to the US economy, the equity markets

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Back in the USA

Back in the USA As a proud member of the Baby Boomer generation, I can remember the surprise when the large bulge of population arrived

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The Working Retired

The Working Retired One day retirement wealth will be important – at least to those of us still kicking. The sources that determine our success

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The Warning Label

The Warning Label  INVESTMENT GENERAL’S WARNING: Bonds may come with significant risk of  rising rates, loss of purchasing power, and inflation It is no secret

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An Interest in Dividends

An Interest in Dividends THE CASE FOR DIVIDENDS “Do you know the only thing that gives me pleasure?” oil magnate John D. Rockefeller once asked,

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Return-Free Risk

Return-Free Risk THE LONG-TERM BOND MARKET Government bonds represent one of the oldest forms of financial securities. In the 17th century, England issued government bonds

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Dynamic Risk Management

Dynamic Risk Management GRATHAM’S CAUTIOUS OUTLOOK Jeremy Grantham is one of the current asset allocation gurus on Wall Street. He was co-founder of Batterymarch Financial

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Ike’s Warning Revisited

Ike’s Warning Revisited On the 50th anniversary of President Eisenhower’s farewell address, his thoughts on the “military-industrial complex” still resonate today, says his grandson David

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Play Your CARDs Right

Play Your CARDs Right Correlation Asset Allocation Rebalancing Reduces Risk Diversification If you play your cards right, things are going to happen in the long run. In the short run, it is  anybody’s guess. – Ron Livingston, Actor Play your cards right… and

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Economic Indicators

Economic Indicators Financial Signposts An economic indicator is simply any economic statistic, such as the unemployment rate, Gross Domestic Product, or the inflation rate, which

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Commodities

Commodities Additional Diversification for an Investment Portfolio In the past, the mere mention of “investing in commodities” conjured up images of being fleeced by ruthless

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Macroeconomics: The world economy

Macroeconomics: The world economy mac·ro·ec·o·nom·ics (mak-roh-ek-uh-nom-iks) –noun (used with a singular verb) “The branch of economics dealing with the broad and general aspects of an

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Portfolio Diversification

Portfolio Diversification The Role of Asset Allocation What is Asset Allocation? The asset-allocation decision is one of the most important factors in determining both the

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Investor Behavior

Investor Behavior Seeing is believing… or is it? The graphic below is an illusion. When you look at the graphic in one place it appears

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Out of the Comfort Zone

Out of the Comfort Zone Fear and Contrarian Investing in Uncertain Times You may have found in recent months that simply checking the movements of

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Indexes

Indexes This month’s KnowRisk topic may, at first, seem very simple. After all, even the most inexperienced investor knows what an index is. Checking to

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Downturns and Recoveries

Downturns and Recoveries This edition of Equitas’ KnowRisk series is focused on the history of stock market downturns, as well as the recovery periods that

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Historical Perspectives

Historical Perspectives When the Levee Breaks: How history can help us understand the recent stock market crash The chart above, which illustrates the unprecedented volatility

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Inflation

Inflation This month, Equitas’ KnowRisk is dedicated to a discussion of inflation. In these uncertain times for investors, it is vital to understand what inflation

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Risk and Volatility

Risk and Volatility KnowRisk is focusing on the closely interconnected concepts of risk and volatility this month. Risks come in many different varieties, with some

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International Investing

International Investing This month, the KnowRisk series turns its attention to the subject of international investing. As the economies of countries around the world have

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Long-Term Investment Performance

Long-Term Investment Performance Measuring Long-Term Market Performance Basic statistical analysis of historical asset returns can reveal the growth rate of wealth invested in an asset

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