Example of Stratospheric Valuation with no Margin of Safety PerspectivesTim Travis' Commentary 2025-09-03 Example of Stratospheric Valuation with no Margin of Safety We have been writing a lot about market valuations because they are at such extremely… Tim Travis Love0
S&P 500 at Highest Price to Sales Ratio in History PerspectivesTim Travis' Commentary 2025-08-10 S&P 500 at Highest Price to Sales Ratio in History As you can see from the image at the top of this email, the S&P… Tim Travis Love0
Pockets of Opportunity in Out of Favor Sectors PerspectivesTim Travis' Commentary 2025-07-20 Pockets of Opportunity in Out of Favor Sectors As we mentioned in our last email, valuations are amongst the most expensive in history. … Tim Travis Love0
Valuations Once Again Looking Frothy PerspectivesTim Travis' Commentary 2025-07-13 Valuations Once Again Looking Frothy Financial Markets have rebounded very hard from the Spring selloff related to tariff anxiety. This… Tim Travis Love0
Tariff War’s Impact on Strategy PerspectivesTim Travis' Commentary 2025-04-09 Tariff War’s Impact on Strategy Effective midnight last night, the United States unleashed a very strong reciprocal tariff program, targeting… Tim Travis Love0
Navigating Market Panic PerspectivesTim Travis' Commentary 2025-04-04 Navigating Market Panic Financial markets are in a period of panic. Unfortunately, this is the part of the… Tim Travis Love0
Understanding Volatility and How it Impacts Options Pricing PerspectivesTim Travis' Commentary 2025-03-18 Understanding Volatility and How it Impacts Options Pricing As I write this during market hours on Friday, the S&P 500 is down another… Tim Travis Love0
Explore Innovative Strategies with TT Capital Management PerspectivesStrategiesTim Travis' Commentary 2024-11-21 Explore Innovative Strategies with TT Capital Management At TT Capital Management, we employ dynamic investing strategies and financial management to maximize risk-adjusted… Tim Travis Love0
Buffett’s Strategy: Is the Market Overvalued? PerspectivesStrategiesTim Travis' Commentary 2024-11-12 Buffett’s Strategy: Is the Market Overvalued? The WSJ had an intriguing article about Warren Buffett's Berkshire Hathaway, and its accumulation of $325B… Tim Travis Love0
Planning for Long-Term Care Costs: Strategies & Insights PerspectivesStrategiesTim Travis' Commentary 2024-11-12 Planning for Long-Term Care Costs: Strategies & Insights Barron's magazine has a good article this weekend regarding long-term care insurance. As we've discussed… Tim Travis Love0