Research

Jul 2012
“IT’S A (NOT SO) SMALL WORLD, AFTER ALL”

The iconic Sherman brother’s song written for Walt Disney for the 1964 World’s Fair originally served to invoke world unity after the Cuban Missile Crisis. Capital […]

Apr 2012
“RETURN-FREE RISK”

THE LONG-TERM BOND MARKET

Government bonds represent one of the oldest forms of financial securities. In the 17th century, England issued government bonds in order to […]

Jan 2012
Dynamic Risk Management

GRATHAM’S CAUTIOUS OUTLOOK

Jeremy Grantham is one of the current asset allocation gurus on Wall Street.  He was co-founder of Batterymarch Financial Management in 1969 prior […]

Aug 2011
Fear vs Value

Attached is part of a research report from a long conference call that we had today with one of our money managers.  This abbreviated report […]

Aug 2011
Budget Banter

This quarterly KnowRisk Commentary gives you two views of government debt. The first is a greatly simplified description of the US budget called Federal Budget […]

Aug 2011
S & P Downgrade Market Commentary

As markets continue to roil with news of Standard and Poor’s downgrade of the United States sovereign debt from AAA to AA+, Equitas would like […]

May 2011
KnowRisk: Play Your CARDs Right

How many times have we heard the phrase, “Play your cards right and……”? We think that it also applies to investing, but we have added our unique Equitas insight to the phrase.

Apr 2011
KnowRisk: Recognizing an Inflection Point (When You See One)

Forget predicting the future, observing the present is hard enough and very few people do it.

Apr 2011
KnowRisk: Macroeconomics: The World Economy

mac·ro·ec·o·nom·ics (mak-roh-ek-uh–nom-iks) –noun (used with a singular verb)

The branch of economics dealing with the broad and general aspects of an economy, as the relationship between […]