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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

Feb 19, 20212 min read

Results: Week 3 "New Tech / WFH Companies

All six “new tech” / high flyers I wrote about earlier this week (Feb 15th) have now released their earnings.

tim@emorningcoffee.com

Feb 15, 202110 min read

Covered this week are six high fliers: Appian, Fastly, Palantir, Roku, Shopify and Twilio

tim@emorningcoffee.com

Feb 8, 20217 min read

In one way or another, all [21] of these companies tend to be disrupters and many have benefited from the pandemic.

tim@emorningcoffee.com

Feb 1, 20219 min read

DISCLAIMER: Below are my opinions on three stocks: MTCH, PTON and PINS. I am not a research analyst or a registered investment advisor,...

tim@emorningcoffee.com

Jan 27, 202111 min read

There is a growing crescendo of stories in the financial press these days regarding short sellers, and the role that short sellers play in t

tim@emorningcoffee.com

Jan 21, 20216 min read

FAANG+M still performing, and performing strongly even if not as "sexy" as many new tech momentum names. Check out this update.

tim@emorningcoffee.com

Dec 15, 202011 min read

s it possible that DoorDash (market cap of $55.6 billion) is worth more than Dominos and Chipotle combined?

tim@emorningcoffee.com

Nov 10, 20207 min read

DISCLAIMER: Below are my opinions on two stocks, SHOP and PTON. I am not a research analyst or a registered investment advisor, and the...

tim@emorningcoffee.com

Oct 28, 202015 min read

President Trump is right in his desire to restructure the USPS albeit not necessarily for the right reasons.

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