The Truth About Capitalism
David Thomas Guest column: The Truth About Capitalism Read the full article at NOLA.COM Capitalism has lifted more people out of poverty than any other
David Thomas Guest column: The Truth About Capitalism Read the full article at NOLA.COM Capitalism has lifted more people out of poverty than any other
SpaceX launched their historic IPO on June 12, 2026, the largest in history with the company’s valuation surpassing $2 trillion. In their wake, it is tempting to believe that some trees can really grow all the way to space.
The history of the market delivers a consistent reminder: neither trees nor stocks grow to the sky or to space. Assumptions of infinite growth within our finite reality have proven costly time and again.
Equitas Navigator Tactical Funds Officially Turns 3! https://www.youtube.com/watch?v=8k99ncJX2AE Equitas Capital team and partners celebrate a successful benchmark-beating 3 year track record with cake, champagne, and
Defying widespread recession predictions, the S&P 500 stock market index soared an impressive 26% in 2023. As Warren Buffet says, “never bet against America.” That large headline number obscures the narrowness of a market lead by “the Magnificent Seven” (Nvidia, Tesla, Apple, Microsoft, Amazon, Meta/Facebook, and Alphabet/Google).
Defying widespread recession predictions, the S&P 500 stock market index soared an impressive 26% in 2023. As Warren Buffet says, “never bet against America.” That large headline number obscures the narrowness of a market lead by “the Magnificent Seven” (Nvidia, Tesla, Apple, Microsoft, Amazon, Meta/Facebook, and Alphabet/Google).
David Thomas Guest column: Many risks face the nation. But the national debt is the biggest. Read the full article at NOLA.COM Investors today face
Equitas Capital at the Tulane Alternative Investment Conference The Tulane Alternative Investment Conference was a huge success! Pensions, Endowments, Apollo Private Equity, Equitas Capital… so
Defying widespread recession predictions, the S&P 500 stock market index soared an impressive 26% in 2023. As Warren Buffet says, “never bet against America.” That large headline number obscures the narrowness of a market lead by “the Magnificent Seven” (Nvidia, Tesla, Apple, Microsoft, Amazon, Meta/Facebook, and Alphabet/Google).
Defying widespread recession predictions, the S&P 500 stock market index soared an impressive 26% in 2023. As Warren Buffet says, “never bet against America.” That large headline number obscures the narrowness of a market lead by “the Magnificent Seven” (Nvidia, Tesla, Apple, Microsoft, Amazon, Meta/Facebook, and Alphabet/Google).
Defying widespread recession predictions, the S&P 500 stock market index soared an impressive 26% in 2023. As Warren Buffet says, “never bet against America.” That large headline number obscures the narrowness of a market lead by “the Magnificent Seven” (Nvidia, Tesla, Apple, Microsoft, Amazon, Meta/Facebook, and Alphabet/Google).
Equitas President Mentors Tulane MBAs on Technological Disruption It was a true honor to return to Tulane University – A.B. Freeman School of Business, for
David Thomas Honored by Investments & Wealth Institute Read the full article at Investmentsandwealth.org In 2002, Equitas Capital Advisors, LLC was established as a unique
Defying widespread recession predictions, the S&P 500 stock market index soared an impressive 26% in 2023. As Warren Buffet says, “never bet against America.” That large headline number obscures the narrowness of a market lead by “the Magnificent Seven” (Nvidia, Tesla, Apple, Microsoft, Amazon, Meta/Facebook, and Alphabet/Google).
Defying widespread recession predictions, the S&P 500 stock market index soared an impressive 26% in 2023. As Warren Buffet says, “never bet against America.” That large headline number obscures the narrowness of a market lead by “the Magnificent Seven” (Nvidia, Tesla, Apple, Microsoft, Amazon, Meta/Facebook, and Alphabet/Google).
Defying widespread recession predictions, the S&P 500 stock market index soared an impressive 26% in 2023. As Warren Buffet says, “never bet against America.” That large headline number obscures the narrowness of a market lead by “the Magnificent Seven” (Nvidia, Tesla, Apple, Microsoft, Amazon, Meta/Facebook, and Alphabet/Google).
Bond Seminar with River Canyon Equitas Hosted River Canyon, a world class bond manager, in New Orleans After discovering River Canyon years ago, Equitas and
Defying widespread recession predictions, the S&P 500 stock market index soared an impressive 26% in 2023. As Warren Buffet says, “never bet against America.” That large headline number obscures the narrowness of a market lead by “the Magnificent Seven” (Nvidia, Tesla, Apple, Microsoft, Amazon, Meta/Facebook, and Alphabet/Google).
Defying widespread recession predictions, the S&P 500 stock market index soared an impressive 26% in 2023. As Warren Buffet says, “never bet against America.” That large headline number obscures the narrowness of a market lead by “the Magnificent Seven” (Nvidia, Tesla, Apple, Microsoft, Amazon, Meta/Facebook, and Alphabet/Google).
Yes, you can lose half your money in government guaranteed bonds. The iShares index ETF “TLT” of 20-year treasury bonds shown below has lost half its value in the last 3 years. Some bonds, 30-year Treasuries for example, have been impacted even worse. Long time clients are well familiar with Equitas’s position on bonds having written KnowRisk reports “Return-Free Risk” in 2012 and “The Warning Label” 2014. Did we know that treasury bonds would lose half their value? No, we just thought that a 1% yield was not worth the risk of investing. Now, we are recognizing the opportunity presented by the highest bond yields in decades.
Total Federal spending for fiscal 2023 stands at over $6 trillion with a projected deficit of $2 trillion by the nonpartisan Committee for a Responsible Federal Budget (CRFB). This marks a reversal from last year’s drop, increasing concerns over deficits, inflation, and spending.
Derek Fossier helps Fox 8 Viewers start investing for the long run.
This is the first KnowRisk Report on the topic of artificial intelligence, written completely by artificial intelligence computers. We asked the computer 3 questions: What are the pros and cons of using AI for investment research? Where will AI be in 5 years? Will AI ever surpass human intelligence?
Bringing Risk Management to Index Funds For many companies the phrase; “We have always done it this way” are famous last words. Some companies are
Biz New Orleans Podcast: Investment Expert Shepard Buckman Charts a Course for 2023 The S&P 500 hit its high mark on the first trading day
Equitas Founder David Thomas talks with City Business about Equitas’ 20th anniversary and the future of wealth management With 20 years in business, Equitas Capital
Does Your Financial Advisor Use the “F” Word? They should, especially when “F” stands for Fiduciary. A Fiduciary is a financial advisor who makes investment
Equitas Capital Advisors Wins Hedgeweek Americas Award New Orleans-based Equitas Capital Advisors was awarded the Hedgeweek Best Multi-Strategy, Multi-Manager Fund Award for its Equitas Evergreen
Baby, It’s (Maybe Getting) Cold Outside How to protect your investment portfolio from rising interest rates. The smoking hot U.S economy is thawing out. Nasdaq
What are some ways investors should change their strategies with rising interest rates? A balanced portfolio, and one meant to withstand rising interest rates, includes
Equitas Capital Advisors President Derek Fossier mentoring the Tulane Algorithmic Trading Club Equitas Capital Advisors President Derek Fossier spent the Spring semester mentoring students in
New Orleans CityBusiness honors David Thomas https://youtube.com/watch?v=vxuLQF5LBRIrel%3D0
Equitas Capital Advisors Promotes Fossier, Hires Punyani New Orleans-based Equitas Capital Advisors has named Derek Fossier president and hired Rohit “Ro” Punyani to fill the
Rachel Kaplan has been named president of Equitas Partners LLC Rachel Kaplan has been named president of Equitas Partners LLC, the entity that manages the firm’s
Living With Higher Interest Rates With the economy overheating, interest rates are rising. Equitas Capital Advisors President, Derek Fossier, speaks on WWL TV about how
5 tips to protect your investment portfolio from rising interest rates The economy is hot. So hot, in fact, that it is overheating. The unemployment
Equitas Announces the Hiring of Shepard A. Buckman David S. Thomas, Jr., CEO of Equitas Capital announces the hiring of Shepard A. Buckman, CFA, CMT
Equitas announces the addition of Nicholas S. Thomas David S. Thomas, Jr., CEO of Equitas Capital Advisors, LLC announced the hiring of Nicholas S. Thomas,
Director Of Investments Derek Fossier Talks To U.S. News Derek Fossier, Director of Investments, talks to U. S. News about the difference between ‘strategic’ and
Director Of Investments Derek Fossier Talks To U.S. News Derek Fossier, Director of Investments, talks to U. S. News about the difference between ‘strategic’ and