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2011 Q4 Newsletter

The Peloton Position / 4th Quarter 2011 Mastering the Basics Quickening financial markets agitate investors’ natural impulses to act. Rather than discount these impulses or downplay their persuasiveness, we offer alternatives to the notion that “action” — as it...

Debt Deal Fails to Lift Sentiment

The debt-limit bill has passed both chambers of Congress and is now headed for President Obama’s signature.  For now, it seems, the government will continue paying all of its bills.  Financial markets are clearly not impressed, and U.S. equities are poised to extend...

2011 Q3 White Paper

KEY ELEMENTS OF OUR INVESTMENT APPROACH / Keeping What You Earn: How Tax-Efficient is Your Investment Strategy? The idea behind tax-efficient investing is straightforward: the only profits that matter are the ones you keep. For investors, minimizing the tax bite is a...

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