Warren Buffett’s Secret Investment Sauce- WSJ Article MediaPerspectivesTim Travis' Commentary 2023-05-03 Warren Buffett’s Secret Investment Sauce- WSJ Article This weekend, Warren Buffett's Berkshire Hathaway holds its annual meeting where investors flock to Omaha… Tim Travis Love0
First Impressions From Bank Earnings- Research Reports EarningsResearch ReportsTim Travis' Commentary 2023-04-16 First Impressions From Bank Earnings- Research Reports On Friday several of the big banks reported earnings that were exceptionally strong, highlighting their… 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
Inflation and Economic Growth Proving to be More Durable EarningsInflationTim Travis' Commentary 2023-02-14 Inflation and Economic Growth Proving to be More Durable In early 2023, we have seen a bit of a return of the speculative euphoria… Tim Travis Love0
Risk-Adjusted Returns Versus High Risk Returns InflationPerspectivesTim Travis' Commentary 2023-01-30 Risk-Adjusted Returns Versus High Risk Returns "You don't find out who is swimming naked until the tide comes out." Warren… Tim Travis Love0
ALLY Soars 20% Higher on Better Than Expected Earnings and Guidance EarningsInflationTim Travis' Commentary 2023-01-20 ALLY Soars 20% Higher on Better Than Expected Earnings and Guidance We are in the early weeks of earnings season, and overall, the results have been… Tim Travis Love0
The Huge Cost of Trying to Time the Market and Favorable Election-Year Dynamics EarningsInflationPerspectivesTim Travis' Commentary 2022-10-12 The Huge Cost of Trying to Time the Market and Favorable Election-Year Dynamics The Huge Cost of Trying to Time the Market and Favorable Election-Year DynamicsToday I saw… Tim Travis Love0
Fed Raising Rates and Aggressive Posture Rattle Markets PerspectivesTim Travis' Commentary 2022-09-21 Fed Raising Rates and Aggressive Posture Rattle Markets Today the Federal Reserve raised the Federal Funds rate by the expected 75 basis points. … Tim Travis Love0
Nasdaq Down 5.16% on Higher Inflation- Worst Day Since June 2020 InflationPerspectivesStock OptionsTim Travis' Commentary 2022-09-13 Nasdaq Down 5.16% on Higher Inflation- Worst Day Since June 2020 Today's higher than expected August CPI report, rattled the market dramatically, causing the Nasdaq to… 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