“Technologies continue to advance. They accelerate the progression of seemingly unrelated technologies, exploding what is possible at a pace that is difficult to […]
Research
Jul 2017
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 […]
Apr 2017
Active vs Passive Investing
The evolution in the asset management industry has picked up pace in recent years. A long term trend has been taking place in […]
Jan 2017
THE STATE OF OIL AND GAS
In our Second Quarterly letter of 2016, we welcomed our friends and intelligent investors to the Exponential Age, a new industrial revolution for […]
Oct 2016
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 […]
Jul 2016
Welcome to the Exponential Age The New Industrial Revolution
Singularity University is a Silicon Valley think tank that offers educational programs and a business incubator. It was founded in 2008 at the […]
Apr 2016
The Great Divide – Passive vs. Active
A Market with FANGS
A recent Wall Street Journal article addressed the significant change in 2015 from actively managed funds to indexing. For the […]
Jan 2016
SOVEREIGN WEALTH FUNDS AND DECLINING MARKETS
Investors are facing stiff challenges as 2016 opened with a bang. Actually, more like an explosion… of selling; as if someone flipped a […]
Oct 2015
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 Turkey-Syria border, on […]