Jeremy Siegel is a little bit more bullish than I am on the overall market.  He does correctly understand that because of this extremely low interest rate environment stocks are the best relative value.  Bond funds are a huge concern subjecting investors to tremendous interest rate risks.  While at T&T Capital Management we may not...Read More

This was a really interesting article on market trends and the opportunity in internet stocks.  Penetration rates globally have a lot of room for growth so the winners are going to benefit from high returns on invested capital, and substantial revenue growth. http://www.gurufocus.com/news/170340/baron-funds-gives-insight-into-internet-changes-and-discusses-goog-aapl-nile-amzn-lnkd INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR...Read More

Edward Lampert Chairman of Sears Holdings (SHLD) is continuing with the process of monetizing the company’s brands.  Lands End is one of their key brands along with Kenmore, Craftsman, and DieHard, and it appears to be on the sale block.  Reportedly the asking price is about $2 Billion which would be a big boon to...Read More

While most people seem to be a lover of both Apple’s (AAPL) stock and products, the list of once dominant consumer electronics companies that have come down to earth, is long and distinguished.  One of the great things about the Steve Jobs regime is that they avoided costly misfires that can occur on any product,...Read More

I think Yahoo (YHOO) made a very intelligent move protecting their patent and going after Facebook at this juncture.  They made a similar move when Google (GOOG) was going public and they ended up settling which I think is likely in this case as well.  Facebook doesn’t want litigation like this lingering around during the...Read More

Two stocks that we at T&T Capital Management (TTCM) think are likely to be big winners over the next 3-5 years are Citgiroup (C) and Morgan Stanley (MS).  This article talks about the possibility that Morgan Stanley will accelerate the purchase of the remaining portion of Smith Barney that Citigroup owns.  This deal which was...Read More

http://seekingalpha.com/article/461211-pepsi-a-great-business-at-a-fair-price INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

Bond insurer MBIA is the subject of this research report.  The premise is that MBIA is likely to win their lawsuit allowing the company to split its public finance and structured finance units.  I think it is highly likely that they will win this lawsuit and that should benefit MBIA’s stock price.  I also believe...Read More

Once again another fun article written by Geoff Gannon for you to enjoy. http://www.gurufocus.com/news/170053/how-warren-buffett-thinks-about-stocks INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

I’ve said it before and I’ll say it again that I really have a tremendous amount of confidence in Robert Benmosche.  He strikes me as honest, hard working, and he has a strong track record which is what matters.  In this transcript he outlines exactly where the opportunity is for AIG.  He flat out says...Read More