Why a Perceived “Risky” Stock is Far from Actually Being Risky EarningsPerspectivesTim Travis' Commentary 2023-05-09 Why a Perceived “Risky” Stock is Far from Actually Being Risky In our last article we covered the Bubble in "Safe" Stocks, where investors are paying… Tim Travis Love0
The Bubble in “Safe” Stocks PerspectivesTim Travis' Commentary 2023-05-04 The Bubble in “Safe” Stocks Since early March, the stock market has been far more driven by fear than fundamentals,… Tim Travis Love0
JP Morgan Buys First Republic with FDIC Help EarningsFixed IncomePerspectivesTim Travis' Commentary 2023-05-01 JP Morgan Buys First Republic with FDIC Help This morning we woke up to the news that JP Morgan has purchased the vast… Tim Travis Love0
Misunderstanding Quality for Safety EarningsFixed IncomePerspectivesTim Travis' Commentary 2023-04-11 Misunderstanding Quality for Safety Investors and market participants often get told that the way to get rich is buying… Tim Travis Love0
Fear Game- Understanding Current Market Conditions Fixed IncomePerspectivesTim Travis' Commentary 2023-03-23 Fear Game- Understanding Current Market Conditions The last two weeks have been about as volatile and fear-driven as we've seen since… Tim Travis Love0
Podcast with Toby Carlisle and Jake Taylor Discussing Bank Run on SVB Fixed IncomePerspectivesTim Travis' Commentary 2023-03-14 Podcast with Toby Carlisle and Jake Taylor Discussing Bank Run on SVB Markets remain quite chaotic after the events of the past week lingering in the air. … Tim Travis Love0
Value After Hours- Tim Travis joins Tobias Carlisle on The Acquirers Podcast MediaTim Travis' Commentaryvalue vs growth 2022-07-27 Value After Hours- Tim Travis joins Tobias Carlisle on The Acquirers Podcast https://www.youtube.com/watch?v=q4QoB3Iz9xo Value After Hours S04 E27: Small Value is Quality, Energy in Food, Financials and… Tim Travis Love0
Update on Bank Earnings EarningsTim Travis' Commentary 2022-07-19 Update on Bank Earnings Last week we wrote to you about when to expect bear markets to end and… Tim Travis Love0
When to Expect Recovery in a Bear Market EarningsPerspectivesTim Travis' Commentaryvalue vs growth 2022-07-14 When to Expect Recovery in a Bear Market When you are in the midst of a bear market, all the news is bad. … Tim Travis Love0
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