Bubble Warning: Parallels to 2000 Tech Bubble PerspectivesStrategiesTim Travis' Commentary 2024-09-05 Bubble Warning: Parallels to 2000 Tech Bubble 2024 is showing increasing parallels to 2000, right before the Tech Bubble busted. Bubbles almost… Tim Travis Love0
Uncovering Earnings Yields: A Business Approach to Investing PerspectivesStrategiesTim Travis' Commentary 2024-09-05 Uncovering Earnings Yields: A Business Approach to Investing One of my favorite metrics in evaluating a business is the earnings yield. This simple… Tim Travis Love0
Federal Reserve’s Potential Rate Cut in September PerspectivesStrategiesTim Travis' Commentary 2024-09-05 Federal Reserve’s Potential Rate Cut in September On Thursday, the consumer-price index, a measure of goods and services costs across the economy,… Tim Travis Love0
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
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
Retirees Allocating More and More to Equities Despite Elevated Valuations PerspectivesStrategiesTim Travis' Commentary 2023-07-05 Retirees Allocating More and More to Equities Despite Elevated Valuations Today I was reading an interesting article in the WSJ describing the increased risk-taking that many retirees… 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
Examples of Attractive Investments in an Environment of Fear PerspectivesStrategies 2023-01-05 Examples of Attractive Investments in an Environment of Fear When we wrote to you last week, we mentioned an encouraging CPI report, but the… Tim Travis Love0