tim@emorningcoffee.com5 days ago5 minGuns or butter?"Guns or butter" is a macroeconomic concept regarding govt budget allocation, but this article is about similar consumer decisions.
tim@emorningcoffee.comSep 77 minJobs 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?
tim@emorningcoffee.comAug 309 minSocial 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?
tim@emorningcoffee.comAug 45 minFitchRatings 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.
tim@emorningcoffee.comJun 64 minOPEC+ is at it againThis past weekend, OPEC+ jumped back into action to address falling oil prices by curtailing supply. In fact, as we now have learned, it...
tim@emorningcoffee.comMay 26 minDecisions, decisions, decisions: inflation and consumer preferencesHeadline inflation might be on the way down, but it is declining very slowly in the US and the EU, and remains in double-digits in the...
tim@emorningcoffee.comApr 247 minThe US debt ceiling debacleThe debt ceiling is front & centre as the date the US Treasury runs out of cash is drawing dangerously near. Here's my two cents, enjoy!
tim@emorningcoffee.comFeb 276 minStock repurchases (thanks Mr Buffet)In his Letter to Shareholders, Mr Buffet raised the issue of the 1% excise tax on stock repurchases, a bad idea. I think he is right!
tim@emorningcoffee.comDec 12, 20222 minThe Fed, Bank of England and ECB: monetary policy decisionsThis week we have monetary policy decisions from the Fed, the Bank of England and the ECB, the last of the year. This provides context.