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
Market Update- Highly Recommended Podcast to Listen To PerspectivesTim Travis' Commentary 2024-09-05 Market Update- Highly Recommended Podcast to Listen To Equity markets are once again exhibiting heightened volatility as weakening economic data and exuberant stock… Tim Travis Love0
Buffett’s Commentary on Selling Stocks is Worth Noting PerspectivesTim Travis' Commentary 2024-05-14 Buffett’s Commentary on Selling Stocks is Worth Noting Last Saturday was the Berkshire Hathaway annual shareholder meeting and there was an interesting quote… Tim Travis Love0
How Do Bonds and Other Investments Protect Against Inflation? InflationPerspectives 2024-04-29 How Do Bonds and Other Investments Protect Against Inflation? Inflationary data continues to run much hotter than the Federal Reserve has expected. This inflationary… Tim Travis Love0
T-bills Now Beating the QQQ’s on the Year PerspectivesTim Travis' Commentary 2024-04-20 T-bills Now Beating the QQQ’s on the Year Higher than expected inflation and geopolitical turmoil have begun to roil the equity markets of… Tim Travis Love0