High Income Opportunities in a Pricey Market Fixed IncomePerspectivesTim Travis' Commentary 2023-08-11 High Income Opportunities in a Pricey Market The top 10 stocks in the S&P 500 now account for more than 1/3rd of… Tim Travis Love0
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
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
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
Volatility Increasing-Example of How We Take Advantage of It EarningsFixed IncomeInflationPerspectivesTim Travis' Commentary 2023-02-24 Volatility Increasing-Example of How We Take Advantage of It Volatility has begun to pick up in equity markets as bond yields have continued to… 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