Financial Markets 4/11

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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.

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

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

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

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

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

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

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

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

2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?

tim@emorningcoffee.com

Jun 7, 20228 min read

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