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T&T Capital Management
On Monday, we saw additional positive news on the Covid-19 vaccine front, with Moderna’s initial data looking very promising.  This is another revolutionary MRNA vaccine, similar to Pfizer’s, which released impressive data last week. More traditionally developed vaccines are coming down the pipeline as well, and treatments such as the Eli Lilly and Regeneron antibody...
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Today we received some very good news in that Pfizer’s Covid-19 vaccine is supposedly proving itself to be 90% effective in the latest trials, which is quite a bit better than what is required to be deemed successful.  This is an MRNA vaccine, which is a revolutionary technology that would greatly reduce the time it...
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Today we received some very good news in that Pfizer’s Covid-19 vaccine is supposedly proving itself to be 90% effective in latest trials, which is quite a bit better than what is required to be deemed successful.  This is an MRNA vaccines, which is a revolutionary technology that would greatly reduce the time it takes to develop...
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Running up to the election in 2016, I believe the market was down 12 days in a row or something along those lines. We’ve seen a substantial selloff once again running into this one as tensions are high and stimulus is not happening prior to the election. Facebook, Amazon, Apple, and Google were down by...
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  I came across a very interesting article written by value investor and market historian Richard Pzena.  As you know, the closest comparison to the current market environment is the Tech Bubble, as the most expensive companies have seen P/E multiple expansion, while value stocks have seen multiple compression.  As you can see on the...
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Earnings season has begun and thus far almost every one of the banks that have reported have beaten their earnings estimates.  The stock prices haven’t yet reflected the improving metrics, but over time prices follow business fundamentals, so there will be convergence.  ALLY Financial posted an absolutely sensational quarter this morning with record earnings and...
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As we retire or get closer to retirement, the need to generate investment income takes on a much greater importance.  Historically, it was much easier, as one could divert a larger portion of their stock portfolio into bonds, while capturing yields that might vary from 5-10%.  Those yields, combined with the nearly 40-year bull market...
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Last night, it was announced that the President and First Lady tested positive for Covid-19.  We aren’t sure how symptomatic they are thus far but of course it adds uncertainty to an already tense time.  Hopefully they, and all other afflicted by the virus, will be okay! Congress continues to negotiate a potential stimulus deal. ...
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The market is in a bit of a tailspin again as concerns about a lack of progress on fiscal stimulus and the tumultuous election way down sentiment.  While it seems unlikely a new stimulus package will get put out before the election, I think it is very likely one of significant size will come within...
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Equities have sold off quite hard over the last few weeks, starting with the mega-cap Technology names, some of which are down more than 20%, and filtering into the overall market.  Volatility was heightened further over the weekend with the sad news of the passing of long-time Supreme Court Justice icon Ruth Bader Ginsburg.  The...
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