The Peak Perspective

Is the Bear Market Over? The better question might be – did the bull market ever end? When you pull back and look at long-term...

Why We Own Stocks “Because profits go up 8% a year, and stocks will follow. That’s all there is to it.” -Peter Lynch   The...

“The margin of safety is always dependent on the price paid. It will be large at one price, small at some higher price, nonexistent at...

Not-So-Boring Bonds At the top of 2022, we wrote that stock market multiples were precariously perched after soaring well above historical averages. Since then, multiples...

The recent debacle at FTX and the broader selloff in cryptocurrencies over the past year have us thinking a lot about our investment discipline and...

Discounted Cash Woes It’s earnings season on Wall Street, an opportunity for investors to peer into the latest financial results of publicly traded companies. When...

We have to get supply and demand back into alignment and the way we do that is by slowing the economy. Federal Reserve Chair Jerome...

In light of the passage of the CHIPS+ act and recent news about tensions between China and Taiwan, I’d like to shed some light on...

Economic Tug of War On Wednesday August 10th, the stock market rallied on news that inflation, as measured by the Consumer Price Index (CPI), may...

Document Retention: The Do’s and Don’ts We receive a lot of questions from our clients here at Peak about what documents need to be kept,...

Stock Review: Booking Holdings Broad stock market indices have been under pressure through the first half of 2022. As the indices slide (see the chart...

The Macro Mood Even before Russia invaded Ukraine, inflation (as measured by the Consumer Price Index) was touching levels not seen in the U.S. since...