Author: Johnny Russell, CFA ®
Why Investing in Individual Stocks Makes Sense
At Peak Asset Management, we believe buying and owning individual stocks is a powerful tool for navigating the inevitable ups and downs of the stock...
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Labor Productivity in the U.S. Economy
Maintaining a Growth Mindset: Labor Productivity in the U.S. Economy Is the United States economy on the cusp of a labor productivity boom? Labor productivity...
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Taking Stock of Market Returns
Taking Stock of Market Returns What do annual returns normally look like in the stock market? If the S&P 500 were to hold its current...
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The Housing Market and Rate Sensitivity: What Happens Next?
The Housing Market and Rate Sensitivity: What Happens Next? On Wednesday, September 18th, the Federal Reserve is expected to cut interest rates by 25 to...
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The Earnings Bar is High for Corporate America
The Earnings Bar is High for Corporate America Stocks entered a cyclical bear market in 2022, and perhaps for good reason. Yes, interest rates were...
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Hardware is Eating the World
Hardware is Eating the World “While the hardware and software layers in technology are mutually dependent, the location of talent and resources across their respective...
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Stock Review: Fortinet (FTNT)
Stock Review: Fortinet (FTNT) We recently added Fortinet (FTNT) to our model stock portfolio*. FTNT is a leading cybersecurity company based in the U.S. with over 700,000...
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What Is Money For?
What Is Money For? Shelby Cullom Davis got his start in the stock market in the early 1940’s on the heels of the Great Depression....
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Quarterly Client Letter: Q4 2023
“I think that a life properly lived is just learn, learn, learn all the time.” Charlie Munger, 2017 Berkshire Hathaway Annual Meeting Investing in financial...
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Obsessing Over Interest Rates
Obsessing Over Interest Rates “The theory of interest bears a close resemblance to the theory of prices, of which, in fact, it is a special...
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