Retirees Allocating More and More to Equities Despite Elevated Valuations PerspectivesStrategiesTim Travis' Commentary 2023-07-05 Retirees Allocating More and More to Equities Despite Elevated Valuations Today I was reading an interesting article in the WSJ describing the increased risk-taking that many retirees… Tim Travis Love0
Momentum Bubble Looking Like 2000 and 2020 Again PerspectivesTim Travis' Commentaryvalue vs growth 2023-06-26 Momentum Bubble Looking Like 2000 and 2020 Again The YTD rally in the S&P 500 has been dominantly comprised from the performance on… Tim Travis Love0
S&P Down 25% YTD, Investment Grade Bonds Down 22% Fixed IncomePerspectivesTim Travis' Commentary 2022-09-28 S&P Down 25% YTD, Investment Grade Bonds Down 22% The S&P 500 is now down 25% YTD, which puts it in the top 10… Tim Travis Love0
Nasdaq Down 12% for April PerspectivesTim Travis' Commentaryvalue vs growth 2022-04-29 Nasdaq Down 12% for April What a terrible month for the equity markets. As I write this, the Nasdaq looks… Tim Travis Love0
Inflation and War Concerns Dominate Short-Term Outlook Fixed IncomeInflationPerspectivesTim Travis' Commentary 2022-03-11 Inflation and War Concerns Dominate Short-Term Outlook Yesterday's CPI report showed prices up 7.9% YoY, which was the highest reading since 1982. … Tim Travis Love0
Nasdaq Bear Market, Commodities Through the Roof InflationMediaPerspectivesTim Travis' Commentary 2022-03-07 Nasdaq Bear Market, Commodities Through the Roof The Nasdaq is now officially in a bear market as defined by a 20% decline… Tim Travis Love0