Market Update: Factor Rotation PerspectivesStrategiesTim Travis' Commentary 2024-09-05 Market Update: Factor Rotation I've been repeatedly writing about the elevated risks arising in the equity markets, due to… Tim Travis Love0
WSJ Article on the 60/40 Portfolio MediaPerspectives 2024-09-05 WSJ Article on the 60/40 Portfolio Today, there was an interesting article in the WSJ called A Time-Honored Strategy Puts Your Retirement… Tim Travis Love0
Market Update- Highly Recommended Podcast to Listen To PerspectivesTim Travis' Commentary 2024-09-05 Market Update- Highly Recommended Podcast to Listen To Equity markets are once again exhibiting heightened volatility as weakening economic data and exuberant stock… Tim Travis Love0
Buffett’s Commentary on Selling Stocks is Worth Noting PerspectivesTim Travis' Commentary 2024-05-14 Buffett’s Commentary on Selling Stocks is Worth Noting Last Saturday was the Berkshire Hathaway annual shareholder meeting and there was an interesting quote… Tim Travis Love0
How Do Bonds and Other Investments Protect Against Inflation? InflationPerspectives 2024-04-29 How Do Bonds and Other Investments Protect Against Inflation? Inflationary data continues to run much hotter than the Federal Reserve has expected. This inflationary… Tim Travis Love0
T-bills Now Beating the QQQ’s on the Year PerspectivesTim Travis' Commentary 2024-04-20 T-bills Now Beating the QQQ’s on the Year Higher than expected inflation and geopolitical turmoil have begun to roil the equity markets of… Tim Travis Love0
Blackstone Pays $10B For Multifamily REIT Highlighting Value Opportunity PerspectivesStrategies 2024-04-08 Blackstone Pays $10B For Multifamily REIT Highlighting Value Opportunity Due to the rapid ascension of interest rates over the past two years, commercial real… Tim Travis Love0
7 Stocks versus the Rest of the Market PerspectivesStock Options 2023-09-26 7 Stocks versus the Rest of the Market Equity markets, bond markets, and REITs are all seeing a September swoon, as higher rates… Tim Travis Love0
Bond Example with a Yield-to-Maturity of 9.7% PerspectivesResearch Reports 2023-08-25 Bond Example with a Yield-to-Maturity of 9.7% At T&T Capital Management, we avoided the massive losses most investors took from buying bonds… Tim Travis Love0
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