KnowRisk® Reports

Inflation & Interest Rates

Inflation & Interest Rates Inflation remains THE topic for today and the Fed continues aggressively raising rates to bring it

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Commodities 101

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Pick Your Pivot Point

Pick Your Pivot Point Growth has the MomentumFor this KnowRisk Report, we are undertaking some research on the pivot points

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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

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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

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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

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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.” –

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How is Your Hippocampus?

How is Your Hippocampus? Why does everything in the press these days seem to be a crisis? A crisis triggers

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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

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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

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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

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Active vs Passive Investing

Active vs Passive Investing The evolution in the asset management industry has picked up pace in recent years. A long

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The State of Oil and Gas

The State of Oil and Gas In our Second Quarterly letter of 2016, we welcomed our friends and intelligent investors

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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

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Welcome to the Exponential Age The New Industrial Revolution

Welcome to the Exponential Age The New Industrial Revolution Singularity University is a Silicon Valley think tank that offers educational

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The Great Divide – Passive vs. Active

The Great Divide – Passive vs. Active A Market with FANGSA recent Wall Street Journal article addressed the significant change

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Sovereign Wealth Funds and Declining Markets

Sovereign Wealth Funds and Declining Markets Investors are facing stiff challenges as 2016 opened with a bang. Actually, more like

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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

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Greece and its Modern Day Trojan Horse

Greece and its Modern Day Trojan Horse The past 5 years have presented themselves with turmoil for Greece as it

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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

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Invest Long Term – Speculate Short Term

Invest Long Term – Speculate Short Term “The only function of economic forecasting is to make astrology look respectable.” –

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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

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Buy Low, Sell High or Buy High, Sell Higher?

Buy Low, Sell High (The Value Style of Investing) or Buy High, Sell Higher? (The Growth Style of Investing) “The

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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

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Deep Dive: Floating Rate Bank Loan Funds

Deep Dive: Floating Rate Bank Loan Funds Floating Rate Bank Loan Funds
 Overview Equitas believes that investing in floating rate

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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

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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

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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

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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

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