New financial index developed by Santa Barbara-based firm and UCLA Professor integrates financial and ESG factors to select US stocks that outperform the broad market while creating positive social change. “The bad news is nothing lasts forever, The good news is nothing lasts forever.” American singer and songwriter J. Cole There has been some bad
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Omega Financial Group did something not many private wealth management groups tend to do on June 12, announcing the launch of its own financial index — Argos AlphaEsg Index. A Santa Barbara-based firm, Omega was founded in 2010 by Dylan Minor, who at the time was completing his Master’s at UC Berkeley. Minor, in addition
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In an era of technological disruptions and evolving global dynamics, academia continues to play an indispensable role in guiding the financial and investment industries towards responsible, sustainable, and successful outcomes After recently dropping my daughter off at college, I was reminded how important our universities are. Not only do they provide our youngsters with a
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Many generalized ideas about market “patterns”, are mythical when held to the light of data. Soon countless youngsters across the country will be celebrating Halloween. Although the prospect of seeing a scary costume is always present, so too is the fear of a receiving a “trick” over a “treat.” Similarly, October has long been touted
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“All you need in this life is ignorance and confidence, and then success is sure.”” Mark Twain Many investment markets are now at a loss this year. And many are at a loss to explain why. The below chart plots the returns year-to-date through October 27th of the SP500 (orange line), International Stocks (white line), US
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*Our firm’s AI Market Commentary dated as of 8/19/2023 has been updated with an important footnote because, without additional clarifying information, it can be interpreted as stating that we are using AI more extensively and more directly for investment selection than we intended to represent. Our AI Market Commentary previously stated that, “We are also
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“If you’re not confused, you’re not paying attention.” Tom Peters (author of In Search of Excellence) The Good Have you heard about the recent “terrible” economic news?Unemployment is at its lowest level in over 50 years, as shown by the below graph: Meanwhile, there is still a 2% larger gap between jobs and workers than there was in
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Over these past two decades there has been much discussion about how we are continually entering into a new normal. This year, however, we are back to the “old normal”, at least as far as financial markets are concerned. We are back to a place where one can earn money on their savings accounts. The below
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As of Monday (6/13), the US stock market has officially hit Bear Market territory (i.e., a fall of at least 20%). The S&P 500 closed down some 21% year-to-date. The tech-heavy NASDAQ 100 closed down almost 31% year-to-date. This is considered normal, as so-called bear markets tend to occur every several years. The last one
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“[We] can calculate the motions of the heavenly bodies, but not the madness of people.” Sir Isaac Newton after losing a fortune from investing in a hot stock c. 1720 Since Putin has chosen to invade Ukraine, 44 million Ukrainians wonder what it means, and so does the rest of the world. Are we returning
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