Bringing Risk Management to Index Funds For many companies the phrase; “We have always done it this way” are famous

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

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

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 Similar to Stanley Kubrick’s 2001: A Space Odyssey, the stock market in 2021 was a COVID

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? 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 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? The continuing strength of the stock market, even as the

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 These are no doubt the “interesting times” from the old Chinese proverb. As discussed before, bull markets

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

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 A line between active and passive investment funds is set to cross next year. Since

The Cyclicality of Style and Location The capital markets have grouped equities into two main divisions: Growth and Value. These

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

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

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 “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 The evolution in the asset management industry has picked up pace in recent years. A long

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

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

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

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

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

Pessimism Is Popular An explosion rocks the Syrian city of Kobane during a reported suicide car bombing by the Islamic

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

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

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

Behavioral Finance For most researchers working in neuroscience, the Holy Grail is to discover how to regenerate the neurons of

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

The Fed Foreccast What will interest rates do? Who really knows? The answer to that question is important to the

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

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

The Working Retired One day retirement wealth will be important - at least to those of us still kicking. The

The Warning Label  INVESTMENT GENERAL’S WARNING:Bonds may come with significant risk of rising rates, loss of purchasing power, and inflation It