How to Attain a Lost Decade of Performance by Chasing a Bubble? InflationPerspectivesTim Travis' Commentary 2023-07-07 How to Attain a Lost Decade of Performance by Chasing a Bubble? You likely are sensing a bit of a theme with recent articles discussing what I… Tim Travis Love0
Retirees Allocating More and More to Equities Despite Elevated Valuations PerspectivesStrategiesTim Travis' Commentary 2023-07-05 Retirees Allocating More and More to Equities Despite Elevated Valuations Today I was reading an interesting article in the WSJ describing the increased risk-taking that many retirees… Tim Travis Love0
Momentum Bubble Looking Like 2000 and 2020 Again PerspectivesTim Travis' Commentaryvalue vs growth 2023-06-26 Momentum Bubble Looking Like 2000 and 2020 Again The YTD rally in the S&P 500 has been dominantly comprised from the performance on… Tim Travis Love0
Momentum Bubble Looking Like 2000 and 2020 Again PerspectivesTim Travis' Commentary 2023-06-19 Momentum Bubble Looking Like 2000 and 2020 Again Understanding investor psychology is one of the most crucial elements to investing successfully. The ebbs… Tim Travis Love0
High-Yield and Attractively Valued Dividend Stocks PerspectivesTim Travis' Commentaryvalue vs growth 2023-06-12 High-Yield and Attractively Valued Dividend Stocks In our last newsletter we talked about the very exciting and attractive opportunities to invest… Tim Travis Love0
7-11% Yields on Quality Bonds Offers Big Opportunity Fixed IncomeStrategiesTim Travis' Commentary 2023-06-06 7-11% Yields on Quality Bonds Offers Big Opportunity For over a decade, bonds offered a terrible value proposition as the Federal Reserve's zero… Tim Travis Love0
Debt Ceiling Resolution and New YouTube Content PerspectivesTim Travis' Commentaryvalue vs growth 2023-05-30 Debt Ceiling Resolution and New YouTube Content Hope you all had an enjoyable and safe Memorial Day weekend celebrating those that paid… Tim Travis Love0
Signs of a Bubble Emerging in Pockets of Market PerspectivesTim Travis' Commentaryvalue vs growth 2023-05-19 Signs of a Bubble Emerging in Pockets of Market One of the hardest aspects of investing is dealing with the psychological challenges financial markets… Tim Travis Love0
Why a Perceived “Risky” Stock is Far from Actually Being Risky EarningsPerspectivesTim Travis' Commentary 2023-05-09 Why a Perceived “Risky” Stock is Far from Actually Being Risky In our last article we covered the Bubble in "Safe" Stocks, where investors are paying… Tim Travis Love0
The Bubble in “Safe” Stocks PerspectivesTim Travis' Commentary 2023-05-04 The Bubble in “Safe” Stocks Since early March, the stock market has been far more driven by fear than fundamentals,… Tim Travis Love0