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

The most important factor to producing strong investment returns are valuations, and lately with a slight increase in volatility, valuations on some key opportunities have become more attractive.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

Warren Buffett's first rule of investing is not to lose money. His second rule is not to forget about the first rule. For those of you that have been with us for years, you have heard us talk a lot about maximizing risk-adjusted returns...Read More

The first month of 2017 has begun with a very tight trading range for US stocks. Just as with the election in November, many market pundits were forecasting a collapse in stocks after the inauguration, but that has thus far failed to take place.Read More

Well that was one heck of a week.  While I certainly was not smart enough to predict the results of the election, it has had a profound impact on my expectations for us as investors.  For the last 7 years, I’ve been one of the most vocal advocates of financial stocks that I am aware...Read More

I’ve been warning all year about a clear and obvious bubble in consumer staples stocks.  The same can be said for utilities and many areas on the fixed income market.  This bubble has been built on the pervasive market sentiment that as long as the dividend yield is reasonably greater than what can be obtained...Read More

Reasonably strong economic growth has enhanced the case for a rate hike, likely in December barring significant negative developments between now and then.  While I’ll be the first to say that U.S. and global economic growth is sub-optimal, current Fed Policies are extraordinary and should only be implemented in extremely dire economic scenarios.  This is...Read More