tim@emorningcoffee.com
Earnings (so far): good or bad?
Earnings for S&P 500 companies have been "better-than-expected" so far. Does this tell the whole story? Stocks are ripping anyway!
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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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tim@emorningcoffee.com
Jan 27, 20234 min
Economic outlook vs stock prices
Economic data is mixed. Cautious corporate and cautious bank outlooks are causing anxiety, but are not keeping stock markets from rallying
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tim@emorningcoffee.com
Jan 23, 20232 min
FAMAG (+TSLA) quarterly earnings: everything you need to know
The five mega-tech FAMAG names start reporting their quarterly earnings ended Dec 30th, 2022, this week. I also included TSLA.
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tim@emorningcoffee.com
Jan 5, 20233 min
My 2023 year-end guesses
The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.
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tim@emorningcoffee.com
Dec 22, 202210 min
Predicting stock prices: 2023
The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!
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tim@emorningcoffee.com
Dec 12, 20222 min
The Fed, Bank of England and ECB: monetary policy decisions
This week we have monetary policy decisions from the Fed, the Bank of England and the ECB, the last of the year. This provides context.
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tim@emorningcoffee.com
Oct 4, 20225 min
Fine wine – an alternative asset for all seasons
As traditional asset classes get ever-more turbulent, alternative assets become ever-more attractive. This article is about fine wine.
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tim@emorningcoffee.com
Sep 20, 20223 min
3,200? Possible but I hope not!
This is an article based on correspondence with two readers, both coming to the same conclusion – the S&P 500 is going to drop further!
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tim@emorningcoffee.com
Aug 23, 20226 min
The Federal Reserve's balance sheet
The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").
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