tim@emorningcoffee.com
Three key election issues: immigration, inflation and abortion
There are many important issues in the US Presidential election, but none more so perhaps than immigration, inflation, and abortion.
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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.
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tim@emorningcoffee.com
Jun 256 min
US deficits / debt soar; should you care?
US deficits are soaring, along with US debt to finance the "exceptional growth" of the US. Can this continue?
660
tim@emorningcoffee.com
Jun 127 min
Midweek update: Apple, CPI/FOMC, GME
We have some US data coming that might matter today (CPI), but the FOMC will sit tight (also today). Discusses Apple's run and GameStop.
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tim@emorningcoffee.com
Oct 9, 20237 min
Deficits spiral, Congress disappoints
The decision-making ability of Congress is poor and getting worse, just as US deficits spiral higher and higher. Something needs to be done
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tim@emorningcoffee.com
Sep 20, 20235 min
Guns or butter?
"Guns or butter" is a macroeconomic concept regarding govt budget allocation, but this article is about similar consumer decisions.
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tim@emorningcoffee.com
Sep 7, 20237 min
Jobs reports: are US jobs trending in the right direction?
This article is about jobs, more specifically, what is the key data? And what does the most recent data suggest about the future?
640
tim@emorningcoffee.com
Aug 30, 20239 min
Social Security: crash and burn?
The US Social Security trust fund is expected to be depleted by 2033/4. Why, and what does this mean for me? How does Soc Security work?
780
tim@emorningcoffee.com
Aug 4, 20235 min
FitchRatings downgrades the US: does anyone care?
FitchRatings downgraded the US to AA+ on Tuesday, triggering a harsh response from the Biden Administration but nonchalance from investors.
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tim@emorningcoffee.com
Jun 6, 20234 min
OPEC+ is at it again
This past weekend, OPEC+ jumped back into action to address falling oil prices by curtailing supply. In fact, as we now have learned, it...
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