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
Value After Hours- Tim Travis joins Tobias Carlisle on The Acquirers Podcast MediaTim Travis' Commentaryvalue vs growth 2022-07-27 Value After Hours- Tim Travis joins Tobias Carlisle on The Acquirers Podcast https://www.youtube.com/watch?v=q4QoB3Iz9xo Value After Hours S04 E27: Small Value is Quality, Energy in Food, Financials and… Tim Travis Love0
When to Expect Recovery in a Bear Market EarningsPerspectivesTim Travis' Commentaryvalue vs growth 2022-07-14 When to Expect Recovery in a Bear Market When you are in the midst of a bear market, all the news is bad. … Tim Travis Love0
Extreme Pessimism PerspectivesTim Travis' Commentary 2022-06-28 Extreme Pessimism During bear markets, it is not uncommon for market participants to be focused on if… Tim Travis Love0
S&P Down 5.1% on the Week on Inflation Concerns InflationPerspectivesTim Travis' Commentary 2022-06-10 S&P Down 5.1% on the Week on Inflation Concerns Equity and bond markets had a brutal week as today's CPI report confirmed that inflation… Tim Travis Love0
Value Investing is Hot Again Now that Growth has Sputtered MediaPerspectivesTim Travis' Commentary 2022-06-07 Value Investing is Hot Again Now that Growth has Sputtered There was a great article on Bloomberg today discussing the shift towards value investing and… Tim Travis Love0
Tiger Global and Value Investing MediaPerspectivesTim Travis' Commentary 2022-06-02 Tiger Global and Value Investing Today there were headlines that one of the premier growth funds, Tiger Global Management is… Tim Travis Love0
LendingClub and Ally Research Reports Perspectives 2022-05-25 LendingClub and Ally Research Reports I can't tell you when the market will bottom but I can tell you there… Tim Travis Love0
Quick Update-Buffett Buys Citigroup and Paramount MediaPerspectives 2022-05-17 Quick Update-Buffett Buys Citigroup and Paramount It's that time of the quarter where we see what many of the biggest and… Tim Travis Love0