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
Higher Rates for Longer Creating Opportunities and Risks-3 Trade Examples Fixed IncomePerspectivesTim Travis' Commentary 2022-08-25 Higher Rates for Longer Creating Opportunities and Risks-3 Trade Examples For those of you that have been reading this newsletter, you'll know that we have… Tim Travis Love0
Evidence Inflation is Dramatically Understated in Government Figures Fixed IncomeInflationPerspectivesTim Travis' Commentary 2022-03-25 Evidence Inflation is Dramatically Understated in Government Figures 2022 is shaping up to be quite the crazy year. While this horrible war in… Tim Travis Love0
Interest Rate Hike and Key Update on AGO, MBI and Puerto Rico Fixed IncomeInflationTim Travis' Commentary 2022-03-16 Interest Rate Hike and Key Update on AGO, MBI and Puerto Rico Today the Federal Reserve raised interest rates by 25 bps. With inflation so high, it… Tim Travis Love0
Inflation and War Concerns Dominate Short-Term Outlook Fixed IncomeInflationPerspectivesTim Travis' Commentary 2022-03-11 Inflation and War Concerns Dominate Short-Term Outlook Yesterday's CPI report showed prices up 7.9% YoY, which was the highest reading since 1982. … Tim Travis Love0
Inflation at 7.5% Year over Year Fixed IncomeInflationMediaTim Travis' Commentary 2022-02-10 Inflation at 7.5% Year over Year Today we got the latest update on the Consumer Pricing Index (CPI) and it was… Tim Travis Love0