Nvidia’s Rise to the Largest Market Cap Reflects Bubblelike Conditions PerspectivesStrategiesTim Travis' Commentary 2024-09-05 Nvidia’s Rise to the Largest Market Cap Reflects Bubblelike Conditions As economic data weakens, the stock market is becoming increasingly concentrated, with the AI-driven stocks… Tim Travis Love0
Analyzing Nvidia’s Recent Market Cap Loss PerspectivesStrategiesTim Travis' Commentary 2024-09-05 Analyzing Nvidia’s Recent Market Cap Loss Last week I wrote about how the meteoric rise of Nvidia, and other AI-driven stocks… Tim Travis Love0
The Shift in Real Estate Investments: Opportunity in Commercial Real Estate PerspectivesStrategiesTim Travis' Commentary 2024-09-05 The Shift in Real Estate Investments: Opportunity in Commercial Real Estate Real estate investments take a variety of different forms. They can be tangible assets bought… Tim Travis Love0
Bubble Warning: Parallels to 2000 Tech Bubble PerspectivesStrategiesTim Travis' Commentary 2024-09-05 Bubble Warning: Parallels to 2000 Tech Bubble 2024 is showing increasing parallels to 2000, right before the Tech Bubble busted. Bubbles almost… Tim Travis Love0
Uncovering Earnings Yields: A Business Approach to Investing PerspectivesStrategiesTim Travis' Commentary 2024-09-05 Uncovering Earnings Yields: A Business Approach to Investing One of my favorite metrics in evaluating a business is the earnings yield. This simple… Tim Travis Love0
Federal Reserve’s Potential Rate Cut in September PerspectivesStrategiesTim Travis' Commentary 2024-09-05 Federal Reserve’s Potential Rate Cut in September On Thursday, the consumer-price index, a measure of goods and services costs across the economy,… Tim Travis Love0
Market Update: Factor Rotation PerspectivesStrategiesTim Travis' Commentary 2024-09-05 Market Update: Factor Rotation I've been repeatedly writing about the elevated risks arising in the equity markets, due to… Tim Travis Love0
Value Investing Trends: Small Caps Outperforming Tim Travis' Commentaryvalue vs growth 2024-09-05 Value Investing Trends: Small Caps Outperforming For the last few months, I've been writing and talking about the fact that I… Tim Travis Love0
Japan’s Black Monday and Blood on the Street Research ReportsTim Travis' Commentary 2024-09-05 Japan’s Black Monday and Blood on the Street It was a historically bad day in financial markets, particularly in Japan where the Nikkei… Tim Travis Love0
WSJ Article on the 60/40 Portfolio MediaPerspectives 2024-09-05 WSJ Article on the 60/40 Portfolio Today, there was an interesting article in the WSJ called A Time-Honored Strategy Puts Your Retirement… Tim Travis Love0