TTG Weekly Update 01-30-2026
This week, Jim E. and Logan discuss changes to portfolio holdings, the recent announcement of the incoming Federal Reserve Chairman, and the value of the dollar.
TTG Weekly Update 01-23-2026
Jim K. discusses Q3 2025 final GDP and jobs reports. He also discusses the continued impact of AI on all sectors & jobs, and the importance of monitoring leading indicators in order to protect assets in the event of a market correction.
TTG Weekly Update 01-16-2026
This week the Jim’s talk about a few our holdings and the logic behind them.
TTG Weekly Update 01-09-2026
Jim E discusses Key metrics including the value of the dollar, long term rates and an all time high in Transportation stocks