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Fixed Income
Over the weekend, I was reading Barron’s, and there were numerous articles about obtaining enough income in retirement.  The recommendations vary from buying dividend stocks, annuities, and/or bonds.  All of these strategies offer various challenges and risks.   Buying dividend stocks offers income and the potential for capital appreciation.  The problem is that many of these...
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In a recent interview on CNBC, Warren Buffett mentioned that if interest rates were to stay below 3% on the 10-year, stocks are incredibly cheap.  I talked about the same thing in the recent podcast with Tobias Carlisle.  The reason that this is so, is because interest rates have an almost gravitational impact on stocks....
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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...
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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...
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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...
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It is with great pleasure that we are able to release the latest performance figures for T&T Capital Management (TTCM).  To put it in perspective, we manage roughly 220 accounts currently and while we hold our stock and bond positions for a long time generally, we have thousands of options trades that must be accounted...
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When I review different investors portfolios, I’m quite often surprised at the exposure to bond mutual funds.  This has a lot to do with the cookie-cutter asset allocation philosophy that is pervasive throughout the financial advisor community, where recent historical returns are used as a proxy in building a portfolio allocation.  Of course the last...
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Last week’s semi-encouraging jobs report has once again brought about calls for the Federal Reserve to begin the tapering process.  I find myself to be rather agnostic and wouldn’t make an investment decision based on this type of short-term issue, but the key is understanding that interest rates are likely to stay very low due...
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How to Use Dividends, Fixed Income, and Options to Supplement Your Income Lackluster economic growth and a severe financial crisis in Europe, have forced the Federal Reserve and ECB to keep interest rates near record lows.  This penalizes retirees and other savers whom are reliant on income generated from their investments to maintain or improve...
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