tim@emorningcoffee.comMar 1312 minThe end of Silicon Valley BankSilicon Valley Bank went from fine to dead in less than 48 hours. Why and how? Could it have been prevented? What now?
tim@emorningcoffee.comFeb 37 minCorporate misbehaviour and the Adani GroupLet 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.comSep 22, 20226 minTesla: as resilient as everLove 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.comAug 30, 20229 minRevisiting 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.comJul 26, 20226 minFAMAG earnings: investors on edgeThis is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.
tim@emorningcoffee.comApr 19, 20226 minWill 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.comJan 27, 202210 minBuy 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.comJan 21, 20228 minARK Invest UpdateI 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.comJan 12, 20223 minFAMAG Stocks Still Matter.....A LotUpdate on the FAMAG stocks (+TSLA, NVDA), an amazing group of stocks. These cos are important contributors to the S&P 500.