Blog
Mutual Fund Investing: Complexity
Investing in mutual funds well is not very complicated – a professional investor could actually help you sort out which funds to invest in over a cup of coffee. The mutual fund investing landscape has become apparently complicated, though, because the pretense of...
Mutual Fund Investing: An Introduction
Oliver Stone’s 1987 drama Wall Street was definitive for a generation of aspiring financiers. Future traders loved the movie for the action in fictitious securities (“Blue Horse Shoe loves Anacot Steel.”), and prospective investment bankers enjoyed the strategy behind...
Peloton 2015 Q3 Recap
After 10 consecutive quarters of gains, the S&P 500 index broke its impressive streak by giving back 6% over the summer. Its last negative quarter before that was a miniscule -0.38% pause in the fourth quarter of 2012 – as Congress barreled towards the Fiscal...
Danger Ahead? Peloton Wealth’s Take on Carl Icahn’s Video
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...
Dow Chemical Company Tender Offer
Dow Chemical Company ("DOW") has extended its common stockholders an offer to exchange their DOW shares for shares of a new company representing DOW's chlorine business. To incentivize enough DOW shareholders to tender their shares, DOW is offering to give 10% more of...