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Revisiting Peloton’s Election Outlook

We had more questions from clients about the merits of reducing their stock exposure leading up to this election than during any other time we can recall. Given the circumstances of this campaign and the many shocks of 2020, the urge to “act” is strong. In our...

Peloton 2020 Q3 Recap

Despite giving back some ground in September, the broad stock market rebound from the sharp March-April COVID selloff continued in the third quarter. In fact, the S&P’s nearly 9% gain in Q3 more than erased the early losses, leaving the index solidly positive for...

Election Outlook

The race for the White House and control of Congress will be determined in less than 50 days. As election polls tighten, President Trump and former Vice President Joe Biden will battle for the 270 of the 538 Electoral College votes needed to be elected. As for the...

The Narrowest of Markets

Background As of July 31, 2020, the Standard and Poor’s 500 Total Return Index® (including dividends) was up 2.49% year-to-date. Given the speed and depth of the drop to the March 23 low, it might seem like a minor miracle that we have positive return year-to-date at...

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