tim@emorningcoffee.com
Tech Unravels: Now What?
The unusual price action has been attributed to “Robinhooders” (pseudonym for a broader constituency meaning unsophisticated retail), the Fe
top of page
Home: Welcome
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.
Search
tim@emorningcoffee.com
Aug 27, 202011 min
FAANG+M: "Up, Up & Away"
FAANG+M are now 27% of the S&P 500, collectively returning 51.9% YtD, vs the rest of the index - the "S&P 494" - which is down 3.1%.
651
tim@emorningcoffee.com
Jul 16, 202023 min
The SoftBank Vision Fund: Trials and Tribulations
The SoftBank Vision Fund has had an interesting albeit short history, as the world's largest venture capital firm.
1240
tim@emorningcoffee.com
May 19, 20204 min
FAANG+M - These Stocks are (Still) Killin' It!
The acronym, “FAANG+M” refers to Facebook, Apple, Amazon, Netflix, Google (Alphabet) and Microsoft.
3413
tim@emorningcoffee.com
May 12, 202016 min
The Airline Industry - Are Bailouts Justified?
One of the industries that has been most adversely affected by the economic stoppage due to COVID-19 has been the passenger airline industry
1052
tim@emorningcoffee.com
Apr 23, 20207 min
Discover Financial Services' 1Q2020 Results (and a bit about Visa and Mastercard too)
A quick lock at the 1Q2020 results of Discover Financial Services (and at VISA and Mastercard - pending - too). #dfs #visa #mastercard #axp
510
tim@emorningcoffee.com
Apr 17, 20209 min
Netflix Part 2 - My Thoughts on Valuation
This is the second instalment containing my thoughts on Netflix, which is hovering near its all-time high
880
tim@emorningcoffee.com
Apr 8, 20207 min
A Look at Credit Card Companies
This post is a look at the four largest credit card companies: VISA, MasterCard, American Express and Discover Financial Services.
1450
Home: Blog2
bottom of page