CFRA and Peak Capital Management

Q3: Taper Tantrum or Take-Off?

October 26, 2021

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Taper Tantrum or Take-Off?

In this recording, CFRA Chief Investment Strategist Sam Stovall and CFRA Senior Equity Analyst David Holt joined Peak Capital Management to discuss their investment outlook for the remainder of 2021, as well as highlight some of CFRA’s model portfolios using a rule-based strategy.

Complete the form to receive the slides and the Intrinsic Value tear sheet.


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Sam Stovall

Chief Investment Strategist

As Chief Investment Strategist, Sam Stovall serves as analyst, publisher, and communicator of CFRA’s outlooks for the economy, market, and sectors.  He is the author of The Seven Rules of Wall Street and The S&P Guide to Sector Investing. He also writes weekly “Sector Watch” and “Investment Policy” reports on CFRA’s MarketScope Advisor platform, and maintains the Industry Momentum and Seasonal Rotation portfolios. His work is also found in CFRA’s flagship weekly newsletter The Outlook. 


David Holt

Senior Equity Analyst

David Holt is a Senior Equity Analyst at CFRA. He is responsible for coverage in the Technology sector, most notably Processors, Payments and IT Services. David also held this position of Equity Analyst at S&P Global Market Intelligence. David holds a bachelor’s degree in Business Administration and an MBA from the University of Alaska Fairbanks.