January 2014
It has been a great couple of years for T&T Capital Management (TTCM) and I believe that we are well positioned for the future.  Please click the link below to see our performance report and portfolio manager commentary.   Performance Report and Portfolio Manager Commentary    
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2013 was a banner year for equities and optimism seems to be quite pervasive following that.  I regularly speak with market participants that are expecting 10%+ annual returns over the next decade and I believe that the likelihood that they will achieve that is quite slim.  Warren Buffett has mentioned that the ratio of Total...
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Coming off a banner 2013, Super-investor Carl Icahn has taken an investment stake in Hertz (HTZ).  The rental car business has undergone significant consolidation, which has improved the industry fundamentals dramatically by reducing competition and rationalizing both pricing and marketing costs.  Hertz is the behemoth on the block and it is very likely that the...
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The new era of banking that started after the Financial Crisis, consists of much higher regulatory and capital requirements.  This has reduced returns in the industry but arguably has made the banking system more financially sound.  It should come as no surprise that smaller banks have been more negatively impacted and are losing market share,...
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    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784