TTG Weekly Updates

This week the Jim’s talk about a few our holdings and the logic behind them.

Jim E discusses Key metrics including the value of the dollar, long term rates and an all time high in Transportation stocks

TTG Weekly Update 12-19-2025

This week, Jim discusses peace in Ukraine, the 10-year Treasury, and the future of the AI sector.

TTG Weekly Update 12-12-2025

This week Jim & Morgan discuss the recent Fed meeting, rate cuts, and the growing government deficit.

TTG Weekly Update 12-05-2025

This week Jim & Logan discuss next week’s Fed meeting, Black Friday and Cyber Monday, Dow Jones Transportation Averages, and the Dollar.

TTG Weekly Update 11-21-2025

Jim and Morgan discuss the Dollar Index and the Prevent Government Shutdown Act.

TTG Weekly Update 11-14-2025

 

Jim & Logan discuss the role of AI in layoffs, as well as AI’s total investment compared to Oil.

TTG Weekly Update 11-07-2025

Morgan discusses growing investor caution and the data-dependent Fed.

Jim and Logan discuss the recent Fed Funds rate cut as well as the Government shutdown.

Jim discusses some of the factors driving the volatile market.