tim@emorningcoffee.comJun 7, 20228 min2022 so far: not a year to remember for investors!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.comMay 25, 20229 minFOREXFOREX is in the news, especially as many think the USD has reached its peak and is at an inflection point. What drives FOREX? Read on.
tim@emorningcoffee.comMar 17, 20228 minWill the US dollar remain the global reserve currency?It is fashionable to espouse the end of the US dollar as the leading global reserve currency, but this will not occur anytime soon.
tim@emorningcoffee.comFeb 24, 20227 minOil update: prices skyrocketWith oil approaching $100/bbl, it is hard to imagine that demand and supply were so out of line in April 2020 that oil prices went negative!
tim@emorningcoffee.comFeb 8, 202218 minCorporate bonds: why you should care about this marketThis is a primer on corporate bonds, investment grade & high yield. It also discusses the pandemic and its effect on the corp bond market.
tim@emorningcoffee.comJan 27, 202210 minBuy the Dip or Sell the Rip?Given the poor performance of equities so far this year, I wanted to take a quick high level look at valuations of a number of stocks...
tim@emorningcoffee.comJan 21, 20228 minARK Invest UpdateI have written about the ARK Invest family of actively-managed ETFs in the past in E-MorningCoffee. You will find this update interesting.
tim@emorningcoffee.comNov 23, 20214 minFOMO, TINA, YOLO and the FedDon't look to fundamentals to explain equity prices today – look to attitudes embedded in acronyms. And don't forget the super-easy Fed!
tim@emorningcoffee.comNov 8, 20218 minEnjoy these stocks if you own them; tread carefully if you don’tThis article looks at recent performance of and valuation metrics of the FAMAG stocks and four others: SHOP, NVDA, TSLA and NFLX.