tim@emorningcoffee.comFeb 19, 202011 minETFs and Passive InvestingThis post is mainly about Exchange Traded Funds, or “ETFs”, which have ridden the coattails of the growth in passive investing.
tim@emorningcoffee.comJan 29, 20204 minCoronavirus: Investors shrug it off as earnings releases accelerateI recognise that this is being released, at least in Europe, closer to afternoon tea than morning coffee. But bear with me please! As of...
tim@emorningcoffee.comJan 16, 20205 minMomentum investing: not all it's cracked up to beAs the US equity markets head further north, almost without pause, it compelled me to look at an investment strategy that is not new but...
tim@emorningcoffee.comJan 2, 20203 minBloomberg reports private equity "dry powder" at record high - not sure this is a good thing!Having read this article from #Bloomberg this morning – “Private Equity is Starting 2020 With More Cash Than Ever Before” - on the amount...
tim@emorningcoffee.comDec 30, 20192 min2019 was not just about equitiesIt is well known by now that the equity markets in the U.S. were the right place to be in 2019, with returns YtD of 21.7%, 27.1% and...
tim@emorningcoffee.comDec 18, 20193 minHigh Yield - Really??This Opinion article in Bloomberg entitled “What Does a Junk Bond Even Mean Anymore?” discusses the tightening of spreads across the US...
tim@emorningcoffee.comDec 18, 20198 minCannabis (and - as an aside - The Motley Fool) - UPDATEFebruary 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.comDec 13, 20191 minYou Didn't Need to be Smart to have Made Money Investing This Year!Assuming the “phase one trade agreement” with China doesn’t fade today, the combination of the initial stages of what might turn out to...
tim@emorningcoffee.comDec 10, 20193 minWhat a Difference a Year Makes in the US Equity Markets!Coming off the blowout in non-farm payrolls in the US on Friday (266k new jobs added vs 180k consensus and 156k in October), the US...