• Equius Blog Archives

Equius Blog

The Equius Blog is updated frequently with original content and links to articles and other media from academics, industry partners and other respected sources. Posts will generally be of a financial, economic, or investment nature. Any political inferences, real or perceived, are the sole responsibility of the author and the reader. Opinions expressed are not necessarily those of Equius Partners.

 

Back in the spring of 2009 I was approached by a middle-class investor in a panic. She had dumped all her stocks in the fall of 2008, following the Lehman Brothers collapse. She just couldn't stand watching her life's savings evaporate before her eyes. By the time we spoke, the stock market had already rallied sharply, but she was too afraid to jump back in. She just didn't trust it. I couldn't coax her. She was terrified.

It's a typical story, and the results are plain to see. Last week, the Dow Jones Industrial Average hit 13000 for the first time since the crash. It has recovered most of the ground lost from the peak. When you include dividends, someone who invested on the day before Lehman collapsed is now up a remarkable 18%. If they invested at the lows three years ago, they have doubled their money.

Read more in SmartMoney here.

Bookmark and Share

 

Warren Buffett: Baptist and Bootlegger

Peter Schweizer, reason.com

During the financial crisis in the fall of 2008, Buffett became an important symbol on television. He filled the role of fiscal adult, a responsible father figure in the midst of irresponsible Wall Street speculators. While pushing for calm and advocating specific market interventions in both public and private, however, he was also investing (sometimes quietly) so he could profit once his policy advice was implemented. This put Buffett in the position of being both Baptist and bootlegger, praised for his moral character while shaking his finger all the way to the bank.

Read more…

Bookmark and Share

This information is distributed for educational purposes and should not be considered investment advice or an offer of any security for sale. This information contains the opinions of the author but not necessarily Equius Partners and does not represent a recommendation of any particular security, strategy or investment product. Equius Partners is an investment advisor registered with the Securities and Exchange Commission. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that stated results will be replicated.


 
 
Partners
  • partners
  • partners
Equius Partners
  • 3 Hamilton Landing
  • Suite 130
  • Novato, CA 94949
  • 1-800-826-4015