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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.

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

Feb 3, 20237 min read

138

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

Sep 22, 20226 min read

109

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

Aug 30, 20229 min read

213

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

251

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

120

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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