The Peak Perspective

Quarterly Client Letter: Q3 2023 A soft landing is a primary objective, and I did not say otherwise.  I mean, that’s what we’ve been trying...

Keep It Simple “I refuse to join any club that would have me as a member.” -Groucho Marx I was at a dinner this summer...

What is Medicare? In our latest publication of Financial Intelligence, we referenced a document called “Medicare Overview and Local Resources 2023”. We are recirculating this...

Rolling with the Punches The Federal Reserve has raised the effective Fed Funds rate over the past 18 months from 0% to 5.33%. The 10-year...

“Hindsight, the ability to explain the past, gives us the illusion that the world is understandable. It gives us the illusion that the world makes...

Fool Me Twice: The U.S. Housing Market As markets internalized the risks of COVID-19 in March 2020, stock prices for home construction companies crashed (proxied...

Stock Review: VF Corporation      We’ve written in the past about our mindset of buying businesses as a way to ground and guide our...

“Recent indicators point to modest growth in spending and production. Job gains have picked up in recent months and are running at a robust pace;...

A Classic Bank Run By now you’ve likely seen the headlines or done some deeper digging into the recent collapse of Silicon Valley Bank (SVB)....

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...