by Matt Bradley | Jan 17, 2020 | Peloton Updates, Quarterly Recap |
What a difference a year makes. December 2018 was a terrible month for stocks, and 2018 overall saw a 4% decline in the S&P 500. The Fed’s mid-December 2018 hike exacerbated an already-bad month (and quarter), and stocks closed near the lows for the year. For the...
by Steve Carr | Dec 17, 2019 | Peloton Updates |
On October 1, brokerage company Charles Schwab announced that it would stop charging commissions for certain securities transactions. Schwab’s rate had been $4.95 for online trades, so the impact of going to zero on revenue wasn’t huge for the firm. The same could not...
by Marla Mast | Nov 13, 2019 | Peloton News, Peloton Updates |
Peloton Capital Management[1] claims compliance with the Global Investment Performance Standards (GIPS®). Additionally, the firm has been audited and verified by The Spaulding Group, a leading performance measurement services firm in the investment management...
by Matt Bradley | Oct 24, 2019 | Peloton Updates, Quarterly Recap |
Two years in a row, September has proven to be less bad for stocks than its infamous reputation warned. The S&P 500 gained 1.9% last month, which was enough to push the index just into the black for the quarter. For the year, the S&P 500 has gained 20.6%....
by Steve Carr | Sep 18, 2019 | Financial Strategy, Investing, Peloton Updates |
The suffix itis denotes a physical malady characterized by inflammation: bronchitis, rhinitis, gastroenteritis, etc. If your doctor diagnoses you with something -itis, she might then recommend a treatment aimed at reducing the inflammation. Perhaps the goal is to make...
by David Morrison | Aug 15, 2019 | Economics & Capital Markets, Financial Strategy, Peloton Updates |
Triggers for market volatility have historically taken several broad forms, including changes in growth and inflation expectations, policy uncertainty in Washington, geopolitical risks, and quarterly earnings announcements. The market turmoil we are experiencing today...
