S&P Down 3.56% and Nasdaq Down 4.99% on the Day InflationPerspectivesTim Travis' Commentaryvalue vs growth 2022-05-05 S&P Down 3.56% and Nasdaq Down 4.99% on the Day On Wednesday the Federal Reserve raised interest rates by 50 bps, or 1/2%. Initially the… Tim Travis Love0
Nasdaq Down 12% for April PerspectivesTim Travis' Commentaryvalue vs growth 2022-04-29 Nasdaq Down 12% for April What a terrible month for the equity markets. As I write this, the Nasdaq looks… Tim Travis Love0
Four Straight Weeks of Losses in Stock Indices InflationPerspectivesTim Travis' Commentary 2022-04-22 Four Straight Weeks of Losses in Stock Indices I hope that all of you who celebrate had a wonderful Easter last week. I… Tim Travis Love0
Evidence Inflation is Dramatically Understated in Government Figures Fixed IncomeInflationPerspectivesTim Travis' Commentary 2022-03-25 Evidence Inflation is Dramatically Understated in Government Figures 2022 is shaping up to be quite the crazy year. While this horrible war in… Tim Travis Love0
Interest Rate Hike and Key Update on AGO, MBI and Puerto Rico Fixed IncomeInflationTim Travis' Commentary 2022-03-16 Interest Rate Hike and Key Update on AGO, MBI and Puerto Rico Today the Federal Reserve raised interest rates by 25 bps. With inflation so high, it… Tim Travis Love0
Inflation and War Concerns Dominate Short-Term Outlook Fixed IncomeInflationPerspectivesTim Travis' Commentary 2022-03-11 Inflation and War Concerns Dominate Short-Term Outlook Yesterday's CPI report showed prices up 7.9% YoY, which was the highest reading since 1982. … Tim Travis Love0
Nasdaq Bear Market, Commodities Through the Roof InflationMediaPerspectivesTim Travis' Commentary 2022-03-07 Nasdaq Bear Market, Commodities Through the Roof The Nasdaq is now officially in a bear market as defined by a 20% decline… Tim Travis Love0
Russian Invasion of Ukraine-Update on Assured Guaranty PerspectivesTim Travis' Commentary 2022-02-24 Russian Invasion of Ukraine-Update on Assured Guaranty Today was a very sad day with Russia executing a rather substantial invasion of Ukraine. … Tim Travis Love0
12% Target Returning Option Trade on Undervalued Stock with a 43% Cushion PerspectivesTim Travis' Commentary 2022-02-23 12% Target Returning Option Trade on Undervalued Stock with a 43% Cushion The Russia/Ukraine spat has definitely heated up with Russia formally recognizing the two provinces in… Tim Travis Love0
Geopolitical Fears Causing Volatility PerspectivesTim Travis' Commentary 2022-02-17 Geopolitical Fears Causing Volatility Heightened concerns about military conflict between Russia and Ukraine have rattled markets the past two… Tim Travis Love0