By

Tim Travis
Dear Investors, Many of you may remember the rhetoric in the aftermath of the Financial Crisis and the corresponding bear market, that market participants might be permanently scared-off from the stock market. The crisis and loss of wealth was just so severe, coming just eight years after the Tech Bubble burst, leaving investors down for...
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Dear Investors, Military history is riddled with examples where generals and nations were woefully unprepared for battle, due to their ill-founded notions that the next war would be the same as the last. A great example of this was World War 2. The French built the Maginot Line, which was an extensive network of concrete...
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Dear Investors, Equity markets are in a bit of a tailspin of late given concerns about the uncertainty of trade negotiations. Amazingly, financial stocks have declined a record 13 days in a row, which is creating some interesting value opportunities in the space. As I’ve discussed before, I’m not overly concerned about the issue of...
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Dear Investors, The Dow Jones index has been negative for 6 days in a row, which has put it in negative territory for the year. The S&P is still up modestly and fortunately we are outperforming thus far. Most people writing about this would say the market has been down due to trade concerns, but...
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Dear Investors, Last week I had the opportunity to give an interview with seekingalpha.com. They asked some engaging questions and I thought that this would be good to share. If you get a few minutes, please give it a read. As always, if you have any questions or if I can help in any way,...
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Dear Investors, It has been a common theme over the course of my career that nearly all of our key investments evoke a cringe when mentioned initially. To make big money and outperform over the long-term, you have to have a few attributes going your way. • Firstly, you need to be patient and let...
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Over the last week, markets have seen a significant jump in interest rates, continuing the year-to-date trend. The 10-year Treasury yield has increased to roughly 3.07%, as I’m writing this. Just a few years ago, there was talk of negative Treasury yields, as was common in many European sovereign bonds. Higher inflation data and a continued...
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Dear Investors, This morning, I read an interesting article about retirees becoming increasingly concerned about their ability to have enough money to cover basic living expenses. One of the major reasons for this is the increase in medical and long-term care expenses. Retirees faced a steep increase in the standard premium for Medicare Part B,...
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Dear Investors, There have been numerous storylines from global political turmoil, problems with advertising firms such as Facebook, and now concerns about chipmakers and hardware sales.  Rising oil and commodity prices will likely result in increased inflation expectations if they hold.  Continued global growth, points towards the potential for higher interest rates.  Today the 10-year...
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At T&T Capital Management, our primary focus of course is on deep value investing.  That means we are only interested in buying securities that trade at large discounts to intrinsic value, thereby ensuring us a significant margin of safety.  By doing this, we both protect the portfolio and position it for maximum potential long-term returns. ...
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