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
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
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
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
S&P Down 3.56% and Nasdaq Down 4.99% on the Day InflationPerspectivesTim Travis' Commentaryvalue vs growth 2022-05-05 S&P Down 3.56% and Nasdaq Down 4.99% on the Day On Wednesday the Federal Reserve raised interest rates by 50 bps, or 1/2%. Initially the… Tim Travis Love0
Evidence Inflation is Dramatically Understated in Government Figures Fixed IncomeInflationPerspectivesTim Travis' Commentary 2022-03-25 Evidence Inflation is Dramatically Understated in Government Figures 2022 is shaping up to be quite the crazy year. While this horrible war in… Tim Travis Love0