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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.

Four tech giants to report earnings: MSFT, META, AMZN and AAPL

Four of the infamous tech giants in the Mag & report earnings today and tomorrow: MSFT, META, AMZN and AAPL. Risk is downside asymmetrical.

tim@emorningcoffee.com

Apr 303 min read

This is a very brief update for the Mag 7 stocks for 1Q2025, all of which were down, several sharply. It is not getting better either!

tim@emorningcoffee.com

Apr 39 min read

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

Feb 3, 20237 min read

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

Jul 26, 20226 min read

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

Apr 19, 20226 min read

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

Jan 27, 202210 min read

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

Jan 21, 20228 min read

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

Jan 12, 20223 min read

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.

tim@emorningcoffee.com

Jul 20, 20213 min read

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