tim@emorningcoffee.com
Musings to start the week (and it's all about banks)
UBS was seemingly strong-armed into a stock-for-stock acquisition of CS, ending that saga. What does this mean for global banking system?
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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
Mar 15, 20237 min
Moral hazard following SIVB
The Fed, Treasury and FIDC took two steps last Sunday to address the SIVB situation. Are these effectively a form or moral hazard?
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tim@emorningcoffee.com
Feb 3, 20237 min
Corporate misbehaviour and the Adani Group
Let me begin this article by acknowledging that no country is immune to corporate fraud or graft. In fact, I can think of many more...
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tim@emorningcoffee.com
Jan 30, 20233 min
Musings to start the week
As we kick off the week with what looks like will be a weak opening in US stock and bond markets following weakness in Asian and European...
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tim@emorningcoffee.com
Jul 26, 20226 min
FAMAG earnings: investors on edge
This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.
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tim@emorningcoffee.com
Jul 15, 20225 min
Who do you trust?
Do you trust the Fed, or the Bank of England, or the Bank of Japan, or the ECB, or the Bank of China? Shades of grey for sure, read on!
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tim@emorningcoffee.com
Jan 12, 20223 min
FAMAG Stocks Still Matter.....A Lot
Update on the FAMAG stocks (+TSLA, NVDA), an amazing group of stocks. These cos are important contributors to the S&P 500.
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tim@emorningcoffee.com
Nov 8, 20218 min
Enjoy these stocks if you own them; tread carefully if you don’t
This article looks at recent performance of and valuation metrics of the FAMAG stocks and four others: SHOP, NVDA, TSLA and NFLX.
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tim@emorningcoffee.com
Oct 20, 20215 min
Is the bond market doing the Fed's dirty work?
The bond market looks to be doing the Fed's dirty work, sending short term yields to post-pandemic highs. Is the Fed being too methodical?
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