This article is excellent as it does answer a lot of the same questions that we get at T&T Capital Management on gold silver. http://www.gurufocus.com/news/170931/century-management-portfolio-manager-answers-the-question-whats-your-gold-worth INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

While Apple’s valuation is far cheaper than what we saw during the tech bubble, this type of constant one-upmanship on who can give the company a higher target price is very similar to that era.  A stock move to a one trillion dollar market cap is not unbelievable from these current lofty levels, but it...Read More

Here is the most recent research report written by Tim Travis of TTCM:  http://seekingalpha.com/article/476071-assured-guaranty-an-undervalued-diamond-in-the-rough?source=email_rt_article&ifp=0 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

I’ve been and will continue to be a huge fan of Bruce Berkowitz.  I find his investment style to be most similar to that employed at T&T Capital Management.  Berkowitz pores over financial statements to assess intrinsic value and he isn’t afraid to stick to his guns through adverse market conditions, as seen by the...Read More

It looks like things are beginning to heat up for Avon Products (AVP) after the bit yesterday.  I’d have a lot more confidence of something getting done if they would have replace the CEO Andrea Jung already.  It really doesn’t make sense to keep her on while this prolonged search is still going on.  I...Read More

The automotive industry is really performing well in the United States as pent up demand is meeting new more fuel efficient car models.  The average age of cars in use is in excess of 10 years so it makes a lot of sense to see sales increase, and I think that this is the beginning...Read More

My concern for the Chinese real estate market is growing greater as builders continue to increase supply despite falling prices and demand.  This is the worst case scenario for prices and the positive impact for Chinese GDP growth due to continued construction is nothing more than a sugar high, which will dissipate as demand wanes....Read More

Groupon (GRPN) continues to be one of the truly confounding IPO’s that have come out over the last few years.  From the very beginning they have been extremely aggressive in their accounting methods which is simply not necessary if you have a great business.  Groupon rushed into an IPO and they did everything they could...Read More

Avon Products is a stock that we started buying and selling puts on in November of 2011 for some clients.  During that time period Avon’s share price had dropped significantly due to regulatory problems in Brazil, and poor management from Andrea Jung. Today the company announced that privately held Coty Inc., offered to buy the...Read More

AIG CEO Robert Benmosche continues to show his leadership stripes by looking to get more aggressive into the mortgage market.  In this FT article Benmosche suggests that the company is looking to buy the mortgages that their subsidiary United Guaranty Corp is insuring.  United Guaranty has modified risk based pricing and is reviewing each loan...Read More