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
High-Yield and Attractively Valued Dividend Stocks PerspectivesTim Travis' Commentaryvalue vs growth 2023-06-12 High-Yield and Attractively Valued Dividend Stocks In our last newsletter we talked about the very exciting and attractive opportunities to invest… 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
Debt Ceiling Resolution and New YouTube Content PerspectivesTim Travis' Commentaryvalue vs growth 2023-05-30 Debt Ceiling Resolution and New YouTube Content Hope you all had an enjoyable and safe Memorial Day weekend celebrating those that paid… 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
Federal Reserve Steps in to Resolve Speculative Crypto/VC Bank Runs Fixed IncomeInflationPerspectivesTim Travis' Commentary 2023-03-12 Federal Reserve Steps in to Resolve Speculative Crypto/VC Bank Runs A decade-long policy of virtually zero interest rates impacted assets globally and built the everything… Tim Travis Love0
Higher Yields are Offering Attractive Opportunities in Fairly Valued Market Fixed IncomeInflationPerspectivesTim Travis' Commentary 2023-03-02 Higher Yields are Offering Attractive Opportunities in Fairly Valued Market Markets continue to exhibit higher volatility due to economic data that indicates that higher for… Tim Travis Love0