S&P Down 5.1% on the Week on Inflation Concerns InflationPerspectivesTim Travis' Commentary 2022-06-10 S&P Down 5.1% on the Week on Inflation Concerns Equity and bond markets had a brutal week as today's CPI report confirmed that inflation… Tim Travis Love0
Value Investing is Hot Again Now that Growth has Sputtered MediaPerspectivesTim Travis' Commentary 2022-06-07 Value Investing is Hot Again Now that Growth has Sputtered There was a great article on Bloomberg today discussing the shift towards value investing and… Tim Travis Love0
Tiger Global and Value Investing MediaPerspectivesTim Travis' Commentary 2022-06-02 Tiger Global and Value Investing Today there were headlines that one of the premier growth funds, Tiger Global Management is… Tim Travis Love0
LendingClub and Ally Research Reports Perspectives 2022-05-25 LendingClub and Ally Research Reports I can't tell you when the market will bottom but I can tell you there… Tim Travis Love0
Quick Update-Buffett Buys Citigroup and Paramount MediaPerspectives 2022-05-17 Quick Update-Buffett Buys Citigroup and Paramount It's that time of the quarter where we see what many of the biggest and… Tim Travis Love0
Warren Buffett Aggressively Buying into the Selloff PerspectivesStock OptionsTim Travis' Commentary 2022-05-16 Warren Buffett Aggressively Buying into the Selloff This morning, the WSJ reported that Warren Buffett has been on an aggressive buying spree… Tim Travis Love0
S&P Down 3.56% and Nasdaq Down 4.99% on the Day InflationPerspectivesTim Travis' Commentaryvalue vs growth 2022-05-05 S&P Down 3.56% and Nasdaq Down 4.99% on the Day On Wednesday the Federal Reserve raised interest rates by 50 bps, or 1/2%. Initially the… Tim Travis Love0
Nasdaq Down 12% for April PerspectivesTim Travis' Commentaryvalue vs growth 2022-04-29 Nasdaq Down 12% for April What a terrible month for the equity markets. As I write this, the Nasdaq looks… Tim Travis Love0
Four Straight Weeks of Losses in Stock Indices InflationPerspectivesTim Travis' Commentary 2022-04-22 Four Straight Weeks of Losses in Stock Indices I hope that all of you who celebrate had a wonderful Easter last week. I… 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