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
JP Morgan Buys First Republic with FDIC Help EarningsFixed IncomePerspectivesTim Travis' Commentary 2023-05-01 JP Morgan Buys First Republic with FDIC Help This morning we woke up to the news that JP Morgan has purchased the vast… Tim Travis Love0
First Impressions From Bank Earnings- Research Reports EarningsResearch ReportsTim Travis' Commentary 2023-04-16 First Impressions From Bank Earnings- Research Reports On Friday several of the big banks reported earnings that were exceptionally strong, highlighting their… Tim Travis Love0
Misunderstanding Quality for Safety EarningsFixed IncomePerspectivesTim Travis' Commentary 2023-04-11 Misunderstanding Quality for Safety Investors and market participants often get told that the way to get rich is buying… Tim Travis Love0
Volatility Increasing-Example of How We Take Advantage of It EarningsFixed IncomeInflationPerspectivesTim Travis' Commentary 2023-02-24 Volatility Increasing-Example of How We Take Advantage of It Volatility has begun to pick up in equity markets as bond yields have continued to… Tim Travis Love0
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
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
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
Update on Bank Earnings EarningsTim Travis' Commentary 2022-07-19 Update on Bank Earnings Last week we wrote to you about when to expect bear markets to end and… Tim Travis Love0