May 2022 Mid-Quarter Update

by Michelle Trouvé on

“When the facts change, I change my mind - what do you do, sir?” ― John Maynard Keynes

Last week I had the opportunity to attend and investor conference run by Hedgeye in Stamford, Connecticut. It was two days of presentations by economists and Wall Street specialists. The timing of the...

April 2022 Thoughts and Insights

by Michelle Trouvé on

Happy Spring and Congratulations to all the Kansas fans, Rock Chalk Jayhawk!

We started out the year extremely cautious as we were concerned about slowing growth and slowing inflation heading into the new year. We reduced our stock positions and added gold to our portfolios, and positioned...

January 2022 Thoughts and Insights

by Michelle Trouvé on

As always, we would like to start by wishing everyone a Happy New Year filled with an abundance of health, happiness, and prosperity!

The Process

2021 was quite the year of market changes as the economy and interest rates shifted gears multiple times during the 12-month period. The DTIM team...

October 2021 Thoughts and Insights

by Michelle Trouvé on

We hope everyone had an enjoyable summer and is ready for cooler weather and the seasonal change into fall and winter.

Speaking of changes, as you know, our process is based on measuring and mapping the rate of change of Growth and Inflation leading us to our investing quadrants (see map enclosed...

July 2021 Thoughts and Insights

by Michelle Trouvé on

We hope everyone is enjoying summer and taking those long-awaited trips to see loved ones! The Trouvé's traveled to France for a wonderful family visit and can report back that the airports, shops, and restaurants are bustling!

Market Function and Our Process

We have often talked about how the...

April 2021 Thoughts and Insights

by Michelle Trouvé on

We are excited to start our letter off with the news of a fully vaccinated staff at DTIM!

As we enter the second quarter, global economies are looking toward reopening and recovery. We expect to see production ramping up and global trade revitalized which means a continuation of the Quad 2...

January 2021 Thoughts and Insights

by Michelle Trouvé on

Despite the many trials and tribulations that 2020 brought us, we do believe that our investment process has emerged stronger, more focused, and smarter. Our commitment to your investment needs and goals remain our top priority.

Lessons from 2020

  • Our view on how important it is to have an...

October 2020 Thoughts and Insights

by Michelle Trouvé on

Our last newsletter focused on our investment process and how we are evolving with the markets. We would like to open again on this topic as it is so important.

Our investment process first assesses where we are in the business cycle in terms of growth (GDP) and inflation (CPI). The economy has...

July 2020 Thoughts and Insights

by Michelle Trouvé on

Our Process

Over the past several years I have talked about how the market has evolved from a technology standpoint and that over 80% of the trades are now machine driven versus traders in colorful jackets on the floors of the exchanges. As such, at DTIM we have improved our investment analysis...

April 2020 Thoughts and Insights

by Michelle Trouvé on

I hope this note finds you and your families healthy and safe.

This past month we have experienced nothing like we ever have before, nor could have imagined.  We have a global health crisis that has turned into a global recession bringing the economy to a halt.  As a result, over the past few...