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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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Bloomberg 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.com
Jan 2, 20203 min read
2019 was not just about equities
It 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.com
Dec 30, 20192 min read
High 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.com
Dec 18, 20193 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 18, 20198 min read
You 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.com
Dec 13, 20191 min read
What 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...
tim@emorningcoffee.com
Dec 10, 20193 min read
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