TTCM Newsletter

Our newsletter explores emerging trends and important news.  Stay current on the subjects that affect your money and investments.  Explore the wide range of topics in our newsletter by clicking any of the links below.

How the Options Strategies Work

With market volatility spiking, I thought it would be a great time to describe in detail how our options strategies work. On the first example on the top of this email, we will outline how selling cash-secured puts work. If a stock we believe is worth $40 is trading at $32, we might think the...
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Putting a Selloff in Perspective- Stock Buybacks Value-Enhancement

After Monday’s bloodbath, we have now had the 26th correction greater than 5% since the March 2009 low.  This table above shows them, and it is important to note that they all felt like very serious deals when they were occurring, but many of them seem very forgettable at this point. Monday’s 3% selloff marked...
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Coronavirus Fears Impact on Stocks

Over the weekend, reports have come about that the Coronavirus has been spreading quite a bit outside of China.  New clusters have formed in Italy, South Korea, Iran, Israel, etc.  One concern is that they are having a tough time figuring out how they got the virus, as many hadn’t been to China recently.  The...
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Bond Bubble Sample and ALLY

Many investors, especially retirees, understandably are focused on generating income from their investments.  Historically, bonds have been one of the best ways to achieve that, with less volatility than equities.  While history can be a fantastic guide to what can potentially happen in the future, looking at recent data on fixed income returns could not...
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Attractive Individual Stock Opportunities Coming Up

Fears of the Coronavirus have caused bonds to rally, resulting in lower interest rates once again.  The Tech Bubble has continued to grow, while value stocks have been left in the dust the last few months.  While this can be frustrating over the short-term, over the long-term, it creates compelling opportunities to create substantial wealth....
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Psychology and Excess

2020 is shaping up to be a strange year.  This Coronavirus has a region in China, far larger in population than New York city, on a complete lock-down.  There are zombie cruise ships patrolling the waters in a state of full quarantine, with no countries wanting to take the risk of allowing them in to...
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Kobe Bryant, Coronavirus Fears and Market Volatility

“Those times when you get up early and you work hard, those times when you stay up late and you work hard, those times when you’re too tired and you don’t feel like working and you do it anyway:  That is actually the dream.  The destination is the journey.” —Kobe Bryant   It is a...
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It is Very Difficult to Sell at the Top

I stumbled upon a fantastic article about the Tech Bubble and I wanted to share a few key points with you.  This is relevant because current market valuations appear to be very stretched by most metrics.  After an extremely strong 2019 and nearly an 11-year old bull market, investor optimism is quite high.  It is...
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Investing into the Next Decade

Warren Buffett in July, 1999: “If I had to pick the most probable return over the next 20 year, it would be 6%.” Gallup poll in 1999: “Investors expect stocks to return 13-22% annually.” S&P avg. return from 1999-2019: 6.117%. (Source: Vetle Forsland)   As hard as it is to believe, another decade is coming...
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