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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

Dec 18, 20198 min read

Cannabis (and - as an aside - The Motley Fool) - UPDATE

February 11, 2021 I wrote the article below in mid-December 2019, but since pot stocks are the fad at the moment, I thought I would run...

tim@emorningcoffee.com

Dec 12, 20192 min read

Saudi Aramco has traded up two straight days, vindicating – at least inside the closed world of KSR - that the company is certainly worth...

tim@emorningcoffee.com

Dec 6, 20191 min read

The Saudi Aramco IPO has been priced, giving the company a valuation of $1.7 trillion off an order book that apparently was 4.7x...

tim@emorningcoffee.com

Dec 4, 20191 min read

Twitter is planning to issue a HY bond this week, led by JP Morgan. I believe this is probably good value should it be issued at 4-1/2%...

tim@emorningcoffee.com

Dec 2, 20191 min read

After researching and writing the post below, I came across an interesting article in the New York Times this morning regarding how #AMZN...

tim@emorningcoffee.com

Dec 1, 20193 min read

On Friday the BBC and several other news sources reported on Black Friday protests at several of Amazon’s facilities in France, related...

tim@emorningcoffee.com

Nov 21, 20192 min read

I just watched a 7-minute interview on CNBC with John Zimmer, co-founder and president of Lyft. Recall that Lyft went public earlier...

tim@emorningcoffee.com

Nov 19, 20192 min read

I have done some high level work on the Saudi Aramco (“Aramco”) IPO, some with reference to the five international oil companies...

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