On Monday August 5th, stocks plunged by about 3%, as escalating trade tensions continued to garner fear, after the worst week of the year last week.  The Chinese government is allowing their currency to decline, which benefits their competitive advantage on trade.  This was in response to last week’s news of additional tariffs on China. ...Read More

On August 1st, markets across the globe were rattled as President Trump announced new tariffs on China.  Stocks plunged and the 10-year Treasury yield dropped below 1.9%.  The news shouldn’t have been such a shock as it has become increasingly clear that China hopes to stall.  If a new administration takes over in 2020, it...Read More

Most financial advice starts with an asset allocation model.  These asset allocation models typically use information from the past, typically the last 30-40 years or so, and then project that into the future.  The big flaw in the process is that they don’t factor in changes in starting conditions and valuations.  For instance, on January...Read More

Believe it or not, there are now over $13 trillion worth of bonds that are trading at negative interest rates.  Money-losing unicorn stocks are able to IPO at valuations worth tens of billions of dollars.  Interest rates have plummeted with the 10-year Treasury bond now circling around 2%.  Lingering in the background of this environment,...Read More

We’ve written about sequence risk on many occasions in the past.  While most investment projections are based on average returns, the reality is that returns don’t happen that way.  There is a sequence to them, and for those recently retired, or close to retirement, sequence risk is an extremely important consideration. Losses taken early in...Read More

Respected author and value investor Tobias Carlisle, interviewed T&T Capital Management CEO/CIO on his Acquirers Multiple podcast.  The two discussed various investments such as Assured Guaranty, Puerto Rico bonds, and Kennedy-Wilson.  They also delved into topics such as passive investing and market valuations.  We hope that you enjoy!Read More

T&T Capital Management (TTCM) is pleased to announce the 2016 performance.Read More

Yesterday, Assured Guaranty reported very strong 1st quarter earnings and once again saw an increase in both operating and adjusted book value. Over the last year, the company has grown both metrics by roughly 15%, despite adding material reserves for its Puerto Rico exposures and paying a respectable 2% dividend. The stock still trades at...Read More

Please enjoy TTCM’s latest research report on Bank of America: Valuation And Earnings Growth Potential Make BofA A BuyRead More

Follow the link below to read TTCM’s latest research report on JPMorgan: Maybe The Sky Isn’t Falling For The Big Banks. Please enjoy reading! JPMorgan: Maybe The Sky Isn’t Falling For The Big Banks  Read More