I spent my weekend catching up on some of the recently released annual reports of the big banks. The more I read, the less I could explain current share prices, which are down quite a bit on the year. Despite these companies growing in intrinsic value each year over the last 5 years, some of...Read More

Below is TTCM’s most recent research report on Assured Guaranty. We believe that Puerto Rico fears are greatly exaggerated for AGO. Follow the link to read more.  I hope you enjoy! http://seekingalpha.com/article/3964126-puerto-rico-fears-greatly-exaggerated-ago   Investing in AGO? You’ll want to read these exclusive PRO articles: Assured Guaranty – 50% Of Growing Adjusted Book Value by Tim...Read More