top of page
Home: Welcome
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.
Search
OPEC+ is at it again
This 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.com
Jun 6, 20234 min read
BIPs, RIPs and CHIPs
Get ready for the next FOMC meeting and a market rip following the debt ceiling agreement. Want to better understand semiconductors?
tim@emorningcoffee.com
May 30, 20233 min read
Take aways from Berkshire Hathaway’s 2023 shareholder meeting
“What gives you opportunities is other people doing dumb things ... In the 58 years we’ve been running Berkshire, I would say there’s...
tim@emorningcoffee.com
May 8, 20236 min read
S&P 500 1Q2023: Tech stars dominate (again)
Tech companies drove the 7% return of the S&P 500 in the 1Q23. Without the "magnificent seven", the index would have been flattish.
tim@emorningcoffee.com
Apr 5, 20234 min read
The end of Silicon Valley Bank
Silicon Valley Bank went from fine to dead in less than 48 hours. Why and how? Could it have been prevented? What now?
tim@emorningcoffee.com
Mar 13, 202312 min read
Stock 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.com
Feb 27, 20236 min read
The Great Reveal
Since I write a lot about markets and macroeconomic topics, it is only fair that I talk about my own investment portfolio.
tim@emorningcoffee.com
Feb 23, 20237 min read
Stocks - do they always go up?
Stocks do not always go up over shorter periods, but they do over longer periods. This article provides empirical support, see for yourself
tim@emorningcoffee.com
Feb 14, 20237 min read
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!
tim@emorningcoffee.com
Feb 8, 20235 min read
Home: Blog2
bottom of page