The Peak Perspective

Not-So-Boring Bonds

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...
Read More

Would You Buy All of the Bitcoin in the World for $25?

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...
Read More

Discounted Cash Woes

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...
Read More

Quarterly Client Letter: Q3 2022

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...
Read More

CHIPS+ in Semiconductor Supply Chains

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...
Read More

Economic Tug of War

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...
Read More

Document Retention: The Do’s and Don’ts

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,...
Read More

Stock Review: Booking Holdings

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...
Read More

The Macro Mood

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...
Read More

Homeowners Insurance Update

Homeowners Insurance In seeing firsthand the recent Marshall fire that completely destroyed over 1000 homes in Boulder County and left smoke and wind damage for...
Read More

Stocks Don’t Always Go Up

On December 27, 1999, Microsoft closed the day at $59.56 per share (split-adjusted). When the dot-com bubble burst in the ensuing months, it ultimately took...
Read More

Where Does the Market Go From Here?

Where Does the Market Go From Here? Wall Street strategists, economists, and market gurus are in the process of sharpening their pencils and publishing market...
Read More