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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

tim@emorningcoffee.com

Anti-obesity medications: part 3, valuations of LLY and NVO

This is the 3rd and final article focused on anti-obesity drugs. It looks at valuations of shares of the two giants in this biz, LLY & NVO.

tim@emorningcoffee.com

Anti-obesity medications part 2: the duopoly of Eli Lilly and Novo Nordisk

Eli Lilly (LLY) and Novo Nordisk (NVO) have been large players for decades in the market for diabetes medications and are currently...

tim@emorningcoffee.com

Anti-obesity medications part 1: the market for anti-obesity drugs

This article is being published in instalments, of which this is the first, for context. INTRODUCTION Two macrotrends have been drivers...

tim@emorningcoffee.com

Berkshire Hathaway: 2023 results and the path forward

Berkshire Hathaway released its FY earnings on Sat. As always, there are plenty of juicy nuggets to digest.

tim@emorningcoffee.com

Revisiting semi-conductors

This article takes a quick look at the semi-conductor value-chain, including chip designers, fabricators and chip machinery makers.

tim@emorningcoffee.com

The end of Silicon Valley Bank

Silicon Valley Bank went from fine to dead in less than 48 hours. Why and how? Could it have been prevented? What now?

tim@emorningcoffee.com

Tesla: as resilient as ever

Love it or hate it, the fact is that Tesla's stock performance has left nearly all peers – tech and automotive – in the dust. Now what?

tim@emorningcoffee.com

Revisiting Saudi Aramco

Saudi Aramco did a much-watched IPO in Dec 2019. This article looks at the performance of the shares since the IPO (and other IOCs).

tim@emorningcoffee.com

Buy the Dip or Sell the Rip?

Given the poor performance of equities so far this year, I wanted to take a quick high level look at valuations of a number of stocks...

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