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Peloton 2014 Q2 Recap

Because we invest in individual companies, we seldom make formal forecasts regarding short-term market performance or year-end index targets. Nonetheless, we are frequently asked what we anticipate from markets in the weeks and months ahead. At the start of the year,...

When Rising Interest Rates Indicate Economic Growth

As the Fed ratchets down QE (the “taper”), we’ve been scouring bank financial statements for a clue as to the likely impact, including the eventual return to normalized interest rates. We use JP Morgan as a case study, because it’s a decent proxy for the large bank...

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