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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.

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Wealth inequality and race
There is a wealth inequality issue in many countries around the world, including the US. This is exacerbated when considering race.

tim@emorningcoffee.com
Aug 12, 20214 min read
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The collateral effects of "selective" wage increases to $15/hour
Selective wage increases by several large US companies (e.g. Amazon, Target) are not necessarily positive for communities at large.

tim@emorningcoffee.com
Jun 30, 20214 min read
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Inflation: Transient or Persistent, Lessons from the 1970s
This is about inflation - will it prove to be transitory (Fed's view) or persistent? I feel the former, but fear the medicine it will take

tim@emorningcoffee.com
May 26, 202110 min read
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Infrastructure and the American Jobs Plan
The American Jobs Plan proposed by the Biden Administration is an effort to remedy the significant underinvestment in US infrastructure.

tim@emorningcoffee.com
Apr 30, 202111 min read
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The Next Round of Fiscal Stimulus (US)
A $1.9 trillion third mega-round of fiscal stimulus in the US is pending, and it will have long-term and far-reaching economic effects.

tim@emorningcoffee.com
Feb 26, 202114 min read
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Inflation
The purpose of this article is to provide you with a basic understanding of inflation – what it is, why it can derail a stable economy, and

tim@emorningcoffee.com
Feb 4, 202123 min read
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Happy new year: 10 things you might want to know as 2020 ends
The S&P 500 was the best performer of these indices in 2020, nudging out he Nikkei 225 (Japan) and the MSCI EM index.

tim@emorningcoffee.com
Jan 1, 20214 min read
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"Pardon Me"
To my knowledge there has never been a pre-emptive self-pardon, so this will certainly be breaking new ground.

tim@emorningcoffee.com
Dec 8, 202010 min read
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30,000 / 19,000 /12,000: Go baby go!
What could possibly go wrong? I guess that’s what bothers me most because we seem to be out of good news.

tim@emorningcoffee.com
Nov 25, 20202 min read
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