Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and... More
- My company:
- T&T Capital Management
- My blog:
- T&T Capital Management Blog
- My book:
- Learn to Treat Your Portfolio as a Business
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The Bull Case For Spain-WSJ 0 comments
This article outlines some of the upside opportunity in Spain. Their problems primarily reside in the banking and private sectors but this weekends bank recapitalization should help things considerably. It will be interesting to see how credit markets react to the deal but my gut feeling is that it will be positive. I think there will be more problems to come and a more permanent solution is needed, but it's a step in the right direction.
http://online.wsj.com/article/SB10001424052702303768104577458350638512574.html?grcc=d4044a55f81498de3b373214487b69f5Z8ZwdgtZ0Z3981Z200Z97Z2&mod=WSJ_hp_personalized
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