Inflation and Economic Growth Proving to be More Durable EarningsInflationTim Travis' Commentary 2023-02-14 Inflation and Economic Growth Proving to be More Durable In early 2023, we have seen a bit of a return of the speculative euphoria… Tim Travis Love0
Risk-Adjusted Returns Versus High Risk Returns InflationPerspectivesTim Travis' Commentary 2023-01-30 Risk-Adjusted Returns Versus High Risk Returns "You don't find out who is swimming naked until the tide comes out." Warren… Tim Travis Love0
ALLY Soars 20% Higher on Better Than Expected Earnings and Guidance EarningsInflationTim Travis' Commentary 2023-01-20 ALLY Soars 20% Higher on Better Than Expected Earnings and Guidance We are in the early weeks of earnings season, and overall, the results have been… Tim Travis Love0
Positive Inflation Data Provides Some Optimism InflationPerspectivesTim Travis' Commentary 2023-01-12 Positive Inflation Data Provides Some Optimism Markets have been off to a nice start to begin 2023. Today's CPI was quite… Tim Travis Love0
2023 Investment Opportunities and 3 Research Reports Perspectives 2023-01-09 2023 Investment Opportunities and 3 Research Reports Happy New Year as we at T&T Capital Management are immensely excited to start 2023. … Tim Travis Love0
2022 Was a Cautionary Tale on Investors Buying What They Didn’t Understand Perspectives 2023-01-05 2022 Was a Cautionary Tale on Investors Buying What They Didn’t Understand The S&P 500 is down roughly 20%, the Nasdaq was down nearly 33%, and the… Tim Travis Love0
Examples of Attractive Investments in an Environment of Fear PerspectivesStrategies 2023-01-05 Examples of Attractive Investments in an Environment of Fear When we wrote to you last week, we mentioned an encouraging CPI report, but the… Tim Travis Love0
Bloomberg Article on 6 Largest Banks Making Nearly $1 Trillion in Profit Over the Last Decade Media 2022-12-27 Bloomberg Article on 6 Largest Banks Making Nearly $1 Trillion in Profit Over the Last Decade I hope you had a great Christmas! Today I came across an interesting article on… Tim Travis Love0
Value Outperformance During Inflation EarningsInflationPerspectivesTim Travis' Commentary 2022-10-20 Value Outperformance During Inflation Inflation and its impact on interest rates continues to be the driving factor in financial… Tim Travis Love0
The Huge Cost of Trying to Time the Market and Favorable Election-Year Dynamics EarningsInflationPerspectivesTim Travis' Commentary 2022-10-12 The Huge Cost of Trying to Time the Market and Favorable Election-Year Dynamics The Huge Cost of Trying to Time the Market and Favorable Election-Year DynamicsToday I saw… Tim Travis Love0