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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

Apr 20, 202111 min read

Banks - Now What?

Banks stocks have slid sideways even after spectacular 1Q2021 earnings. Why and what comes next?

tim@emorningcoffee.com

Apr 15, 20218 min read

Coinbase listed on Weds via an innovative direct listing. It is an interesting company with a super-rich valuation, cryptocurrency-focused.

tim@emorningcoffee.com

Apr 8, 20217 min read

This article revisits 22 high flyers of which nearly all analysts' consensus revs and EPS in most recent quarter but are off their highs.

tim@emorningcoffee.com

Mar 16, 202113 min read

What do Virgin Galactic, Nikola, DraftKings, Fisker and QuantumScape all have in common? They all went public by merging with a SPAC.

tim@emorningcoffee.com

Mar 11, 202112 min read

ARK ETFs have delivered outlandish returns vis-a-vis every index imaginable, and most other ETFs and asset managers. How and why?

tim@emorningcoffee.com

Mar 8, 20216 min read

All about Docusign (#DOCU) reporting Mar 11th and CrowdStirke (#CRWD) reporting Mar 16th, the last of the 22 high flyers.

tim@emorningcoffee.com

Mar 5, 20214 min read

The four companies featured in Week 5 "New Tech"/ WFH Companies" have reported, and this is the update including ZM, LMDN, SE and SNOW.

tim@emorningcoffee.com

Mar 1, 202110 min read

In week 5 of the high flyers, I present four companies reporting earnings this week: Zoom, Lemonade, Snowflake and Sea Limited.

tim@emorningcoffee.com

Feb 22, 202113 min read

4th instalment of coverage of high flying companies, including Airbnb, DoorDash, Nvidia, Etsy, Teladoc and Square. Buyer beware!

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