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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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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

tim@emorningcoffee.com
Jan 27, 20234 min read
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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.

tim@emorningcoffee.com
Jan 23, 20232 min read
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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.

tim@emorningcoffee.com
Jan 5, 20233 min read
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Predicting stock prices: 2023
The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!

tim@emorningcoffee.com
Dec 22, 202210 min read
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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.

tim@emorningcoffee.com
Dec 12, 20222 min read
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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.

tim@emorningcoffee.com
Oct 4, 20225 min read
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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!

tim@emorningcoffee.com
Sep 20, 20223 min read
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The Federal Reserve's balance sheet
The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").

tim@emorningcoffee.com
Aug 23, 20226 min read
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Is the Crypto winter over?
BTC and its brethren have bounced back from early July lows, but is this edition of a crypto winter over? I take a look in this article.

tim@emorningcoffee.com
Jul 20, 202211 min read
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