by Steve Carr | Oct 24, 2017 | Economics & Capital Markets, Investing, Peloton Updates |
There’s a faint but growing sense that this bull market has gone on too long. Some people feel that we’re due for a correction. In our 3Q17 Recap, Matt put the current stock market rally in historical context. To paraphrase, geopolitical risk is always...
by Steve Carr | Nov 9, 2016 | Economics & Capital Markets, Peloton Updates |
2016 Election Aftermath Models are a fixture in the investment management business. We use models to determine reasonable values for stocks, or to determine the impact of a business investment today on cash flows in the future. Models help us check our biases and give...
by Matt Bradley | Jun 28, 2016 | Economics & Capital Markets, Investing, Peloton Updates |
Brexit Frenzy What to do about #Brexit? If you’ve turned on the television, checked Twitter, or refreshed your Facebook news feed, you’ve been assaulted by Brexit coverage and opinion. Britain’s vote to leave the EU surprised virtually everyone, including a good...
by Matt Bradley | Jan 20, 2016 | Economics & Capital Markets, Investing, Peloton Updates |
The energy-led market rout continues in full force today, with major stock indexes off another 3% as we publish this blog. In times like these, if markets start to feel irrational and scary, it’s because they are. The S&P 500 has now declined more than 10% just...
by Steve Carr | Jan 12, 2016 | Economics & Capital Markets, Peloton Updates |
National Public Radio’s Morning Edition recently aired an interesting piece by White House correspondent Scott Horsley on the state of U.S. automobile fuel efficiency. Horsley’s report describes how the average fuel efficiency of new cars rose from 22.6 miles per...
by Susan Nixon | Oct 1, 2015 | Economics & Capital Markets, Investing, Peloton Updates |
Billionaire activist investor Carl Icahn is speaking out about the dysfunction in government and in corporate boardrooms in a 15-minute video, Danger Ahead, available at carlicahn.com. Icahn built his impressive empire by amassing large positions in companies in order...
