Blog
2012 | Q3 Newsletter
The Peloton Position / 3rd Quarter 2012 Ancient History October 9 marked the five-year anniversary of stocks reaching all-time highs. A lot has transpired since then. Lehman Brothers collapsed less than a year after the Dow first touched 14,200, and stocks skidded for...
2012 Q2 Newsletter
The Peloton Position / 2nd Quarter 2012 Summer Heat Summer officially began June 21, but for much of the country, it has been summer-like since the end of February. In Indianapolis, when temperatures stretched into the mid-80’s in early March, one of my children...
Summer 2012: 3-peat? Not so Fast
There is a lot of worry that stocks this summer will repeat the negative performance pattern of the last two summers. Markets hit their 2012 highs around the end of the first quarter and since then, the volatile, negative price action has led many to groan "Here we...
Japanese Automaker’s Comments Illustrate Global Pressure Valves
On November 8th, Toyota reported quarterly results that fell short of analysts' forecasts. Production shortfalls following the Japanese earthquake and tsunami in March were said to negatively impact the quarter. The strength of the Japanese yen also weighed on...
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...