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
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
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
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
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
Interest Rate Hike and Key Update on AGO, MBI and Puerto Rico Fixed IncomeInflationTim Travis' Commentary 2022-03-16 Interest Rate Hike and Key Update on AGO, MBI and Puerto Rico Today the Federal Reserve raised interest rates by 25 bps. With inflation so high, it… Tim Travis Love0