High Income Opportunities in a Pricey Market Fixed IncomePerspectivesTim Travis' Commentary 2023-08-11 High Income Opportunities in a Pricey Market The top 10 stocks in the S&P 500 now account for more than 1/3rd of… 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
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
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
Fear Game- Understanding Current Market Conditions Fixed IncomePerspectivesTim Travis' Commentary 2023-03-23 Fear Game- Understanding Current Market Conditions The last two weeks have been about as volatile and fear-driven as we've seen since… Tim Travis Love0
Podcast with Toby Carlisle and Jake Taylor Discussing Bank Run on SVB Fixed IncomePerspectivesTim Travis' Commentary 2023-03-14 Podcast with Toby Carlisle and Jake Taylor Discussing Bank Run on SVB Markets remain quite chaotic after the events of the past week lingering in the air. … Tim Travis Love0
Federal Reserve Steps in to Resolve Speculative Crypto/VC Bank Runs Fixed IncomeInflationPerspectivesTim Travis' Commentary 2023-03-12 Federal Reserve Steps in to Resolve Speculative Crypto/VC Bank Runs A decade-long policy of virtually zero interest rates impacted assets globally and built the everything… Tim Travis Love0
Higher Yields are Offering Attractive Opportunities in Fairly Valued Market Fixed IncomeInflationPerspectivesTim Travis' Commentary 2023-03-02 Higher Yields are Offering Attractive Opportunities in Fairly Valued Market Markets continue to exhibit higher volatility due to economic data that indicates that higher for… 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
S&P Down 25% YTD, Investment Grade Bonds Down 22% Fixed IncomePerspectivesTim Travis' Commentary 2022-09-28 S&P Down 25% YTD, Investment Grade Bonds Down 22% The S&P 500 is now down 25% YTD, which puts it in the top 10… Tim Travis Love0