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
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
Inflation – What’s the Situation?
INFLATION – WHAT’S THE SITUATION? Have you noticed empty shelves at your local grocery store? If you did, you are
How high is your EQ?
HOW HIGH IS YOUR EQ? When I started in the investment business in 1980 the Dow was at 1,000. Now
Economic Update It’s been a while since we issued an update on fundamentals, so we thought we’d roll up our
Innovation Disrupt… or be Disrupted
Innovation Disrupt… or be Disrupted Around 5,000 years ago (2.5 times as far back as Rome), humanity first domesticated the
Why is the Market So Strong & Economy So Weak?
Why is the Market So Strong & Economy So Weak? The continuing strength of the stock market, even as the
Adapting to Change
Adapting to Change My grandmother was born in 1898 when Oklahoma was still an Indian territory. The amount of innovative
CORONAVIRUS (COVID-19) The coronavirus is the big news of 2020. Originally thought an airborne virus which can be contained by
KnowRisk® Coronavirus Update
KnowRisk® Coronavirus Update These are no doubt the “interesting times” from the old Chinese proverb. As discussed before, bull markets
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
Pick Your Pivot Point
Pick Your Pivot Point Growth has the MomentumFor this KnowRisk Report, we are undertaking some research on the pivot points
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
Active and Passive Money Management
Active and Passive Money Management A line between active and passive investment funds is set to cross next year. Since
The Cyclicality of Style and Location
The Cyclicality of Style and Location The capital markets have grouped equities into two main divisions: Growth and Value. These
How is Your Hippocampus?
How is Your Hippocampus? Why does everything in the press these days seem to be a crisis? A crisis triggers
Bitcoin – Boom or Bust?
Bitcoin – Boom or Bust? With the massive surge in price last year, Bitcoin and a plethora of other cryptocurrency
The Rise of Artificial Intelligence Investing
The Rise of Artificial Intelligence Investing “Technologies continue to advance. They accelerate the progression of seemingly unrelated technologies, exploding what
Opportunities Abroad We are long believers in the power of international diversification. However, since 2009 the US S&P 500 has
Active vs Passive Investing
Active vs Passive Investing The evolution in the asset management industry has picked up pace in recent years. A long