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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...

2011 Q3 Newsletter

The Peloton Position / 3rd Quarter 2011 Driving Too Fast I’m a car guy. You just are, or you aren’t. I attempted to be an SUV driver for years, but after 275,000 miles of practicality and the realization that very few serious, off-road situations present themselves in...

2011 Q2 Newsletter

The Peloton Position / 2nd Quarter 2011 Quit Now! Rarely do movie sequels live up to the expectations set by their predecessor films — even for franchises with mediocre debuts. Rarer still are third installments that don’t flop miserably at theaters. Quite often,...

Stocks Marching to Their Own Drumbeat

Stocks ended last week at higher levels than just before the Japanese earthquake and tsunami.  On the surface that might seem ridiculous.  The nuclear situation in Fukushima seems to be stabilized but remains precarious, and a good portion of infrastructure in...

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