How to Attain a Lost Decade of Performance by Chasing a Bubble? InflationPerspectivesTim Travis' Commentary 2023-07-07 How to Attain a Lost Decade of Performance by Chasing a Bubble? You likely are sensing a bit of a theme with recent articles discussing what I… 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
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
Positive Inflation Data Provides Some Optimism InflationPerspectivesTim Travis' Commentary 2023-01-12 Positive Inflation Data Provides Some Optimism Markets have been off to a nice start to begin 2023. Today's CPI was quite… Tim Travis Love0
Value Outperformance During Inflation EarningsInflationPerspectivesTim Travis' Commentary 2022-10-20 Value Outperformance During Inflation Inflation and its impact on interest rates continues to be the driving factor in financial… 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
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
Higher Rates for Longer Creating Opportunities and Risks-3 Trade Examples Update InflationPerspectivesTim Travis' Commentary 2022-08-31 Higher Rates for Longer Creating Opportunities and Risks-3 Trade Examples Update The stock market has reacted very negatively to Fed Chairman Jerome Powell's hawkish interest rate… Tim Travis Love0
Markets Have Rallied From Max Pessismism InflationPerspectivesTim Travis' Commentary 2022-08-15 Markets Have Rallied From Max Pessismism Markets have had a nice rally since the mid-June lows, as signs that inflation has… Tim Travis Love0
Encouraging CPI and Jobs Report/ Research Reports InflationPerspectivesTim Travis' Commentary 2022-08-10 Encouraging CPI and Jobs Report/ Research Reports Today's CPI report was very positive, coming in lower than expected. This is very good… Tim Travis Love0