The Peak Perspective
19 Dec 2022
Blog
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...
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30 Nov 2022
Blog
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...
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9 Nov 2022
Blog
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...
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13 Oct 2022
Client Letters
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...
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30 Sep 2022
Blog
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...
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12 Aug 2022
Blog
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...
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17 Jun 2022
Blog
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,...
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6 Jun 2022
Blog
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...
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11 Mar 2022
Blog
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...
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8 Mar 2022
Blog
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...
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28 Jan 2022
Blog
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...
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4 Jan 2022
Blog
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...
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