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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

Corporate misbehaviour and the Adani Group

Let me begin this article by acknowledging that no country is immune to corporate fraud or graft. In fact, I can think of many more...

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

FAMAG earnings: investors on edge

This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.

tim@emorningcoffee.com

Will Twitter be sold, and will Elon Musk be the buyer?

Elon Musk acquired an interest in Twitter, refused to go on the Board, and has now launched a hostile offer. In suspect TETR will be sold.

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...

tim@emorningcoffee.com

ARK Invest Update

I have written about the ARK Invest family of actively-managed ETFs in the past in E-MorningCoffee. You will find this update interesting.

tim@emorningcoffee.com

FAMAG Stocks Still Matter.....A Lot

Update on the FAMAG stocks (+TSLA, NVDA), an amazing group of stocks. These cos are important contributors to the S&P 500.

tim@emorningcoffee.com

NVDA and stock splits

This article looks at the performance of #NVDA, which is doing a 4-1 stock split announced in May. NVDA is compared to #AAPL and #TSLA.

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