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
Podcast with Toby Carlisle and Jake Taylor Discussing Bank Run on SVB Fixed IncomePerspectivesTim Travis' Commentary 2023-03-14 Podcast with Toby Carlisle and Jake Taylor Discussing Bank Run on SVB Markets remain quite chaotic after the events of the past week lingering in the air. … Tim Travis Love0
Federal Reserve Steps in to Resolve Speculative Crypto/VC Bank Runs Fixed IncomeInflationPerspectivesTim Travis' Commentary 2023-03-12 Federal Reserve Steps in to Resolve Speculative Crypto/VC Bank Runs A decade-long policy of virtually zero interest rates impacted assets globally and built the everything… 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
Volatility Increasing-Example of How We Take Advantage of It EarningsFixed IncomeInflationPerspectivesTim Travis' Commentary 2023-02-24 Volatility Increasing-Example of How We Take Advantage of It Volatility has begun to pick up in equity markets as bond yields have continued to… 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
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