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

The Retirement Crisis White Paper   Dear Investor,   When you are in the midst of a bull market, it can be very easy to lose your sense of risk.  Even though this bull market endured rather quick bear markets in 2011, 2015-2016, and in 2018, the general trend has been upwards.  Investors that have...Read More

While this optimism ultimately may prove to be valid if interest rates stay this low for many years to come and if earnings continue to grow, there is also a very real chance that many market participants will get badly burned. Most of this year's stock returns for the overall market are coming from Amazon,...Read More

Nearly a decade of unprecedented fiscal stimulus was bound to create bubbles. Last year, we had the great sovereign debt bubble where investors were paying countries and companies for the right to LOAN them money. As interest rates, have climbed, the foolishness of those participants has become more apparent as have their losses. Yield-desperate market...Read More

At T&T Capital Management, (TTCM) our core competencies are research and money management. The first step in our investment process is identifying deeply undervalued securities...Read More

As I write this, the Dow has experienced its longest losing streak since 2011. Nearly 1/4th of the way into 2017, we are finally seeing some real volatility and more attractive investment opportunities are popping up each day.Read More

Today I read an excellent article in the WSJ regarding the fact that stocks have tripled since their March 2009 lows, but savers are still being squeezed from low interest rates...Read More

As we sit in year-7 of a historic bull market, with earnings likely to decline for the 3rd consecutive quarter, the lack of a margin of safety in most stocks, bonds, and real estate is becoming painfully obvious. The Federal Reserve’s record-low interest rate policies have driven all asset classes higher, to levels where the...Read More

After a month and a half of low volatility, where stock indexes failed to move by more than 1%, volatility has rushed back onto the scene over the last several days. Frankly, this is very normal market behavior, as periods of calm usually presage periods of volatility. One shouldn’t get complacent when things are quiet,...Read More

Over the last month, we have begun to see financial stocks outperform the overall market.  If one was to ask why, most market participants would say that the perception that interest rate hikes are more likely to be forthcoming in 2016 is driving the stocks.  In a market where short-termism is the status quo, these...Read More