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money management
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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Over the last month, we have begun to see financial stocks outperform the overall market.  If one was to ask why, most market participants would say that the perception that interest rate hikes are more likely to be forthcoming in 2016 is driving the stocks.  In a market where short-termism is the status quo, these...
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Every year I look forward to Arnold Van Den Berg of Century Management’s Client Review where he outlines different themes on the economy and various businesses.  He is an extraordinary value investor and his insights in relation to business and the economy are extremely helpful.  This is a very long video but I assure you...
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I agree with just about every sentiment in the article below by Pimco’s Mohamed El-Erian.  He makes the case that the Central banks’ are basically attacking global economic problems on their own, without the aid of fiscal policymakers’.  This is a huge problem and is the primary reason that unprecedented monetary stimulus is resulting in...
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