On March 5th, I wrote about fixed income being the bubble that should be most concerning to the investor: The Bubble to be Worried About.  Since that time, bonds across the globe have been falling in value, causing significant losses in many fixed income portfolios.  The 10-year Treasury bond traded as low as 1.68% earlier...Read More

Read our latest research report from Chief Investment Officer Tim Travis on Citigroup Inc. (C) Citigroup – As The Fog Lifts, The Stock Will Go HigherRead More

Read our latest research report from Chief Investment Officer Tim Travis on Bank of America Corporation (BAC) Bank of America – High Margin of Safety, High Return PotentialRead More

Read our latest research report from Chief Investment Officer Tim Travis on Wells Fargo & Co (WFC) Wells Fargo – Consistently Exceptional Read More

Read our latest research report from Chief Investment Officer Tim Travis on JPMorgan Chase (JPM)   JPMorgan: Increasing Profits and Clarity Will Lead to Increased Valuation  Read More

Hello Everybody, For those of you that have been following me for some time, you probably know that in addition to being passionate about investing, I absolutely love history.  When the two mesh, I get really interested.  Last night, I stumbled upon an investment letter that was truly fabulous.  Now I will warn you, it...Read More

Read our latest research report from Chief Investment Officer Tim Travis on Chesapeake Energy Corporation (CHK)   Chesapeake Energy – 50-100% Upside When The Turnaround ComesRead More

Hello Everybody, In year 6 of a bull market, it has become clear that performance chasing is very much in vogue.  We’ve taken a number of calls from individuals who’ve been thrilled at their ability to profit in positions by holding them for a few days or weeks.  In addition, performance tracking on a monthly...Read More

Hello Everybody, Oil prices continue to be immensely volatile, with prices rising roughly 30% from the lows earlier in the year.  After OPEC decided to keep production steady in November, many market prognosticators wrote about how the shale drillers were likely to go head-to-head and keep producing as much as possible.  This was a very...Read More

Read our latest research report from Chief Investment Officer Tim Travis on American International Group Inc. (AIG)   American International Group Inc. – Extraordinary Value in a Subpar Investment Environment  Read More