tim@emorningcoffee.comOct 12, 20212 minWhere we are.....what to do?What are your assumptions about the current economic parameters affecting investors? Which investments make sense and which do not?
tim@emorningcoffee.comSep 30, 20215 minI'm just not feeling it.....Cracks in equity and bond markets are becoming more visible....will central banks continue to protect equity investors?
tim@emorningcoffee.comSep 23, 20213 minFOMC and Chairman Powell Press Conference: “Much ado about nothing”The Federal Reserve released the minutes from its FOMC meeting Sept 21-22 on Wednesday afternoon. The press release is here. Should you...
tim@emorningcoffee.comSep 7, 20218 minA look back at returns during the pandemicThis article looks at asset returns across various equity indices (US and global) and other asset classes during the pandemic and longer.
tim@emorningcoffee.comAug 18, 20215 minA look back during the pandemic: sector ETFs ETF sector funds' performances since the pandemic provide an excellent historical context of shifting investor sentiment. What's next?
tim@emorningcoffee.comAug 4, 20218 minAlternatives when equities are super-expensiveUS equities have reached record valuations. Does this matter? What can you do if you are concerned?
tim@emorningcoffee.comJul 27, 20218 minHow did we get here: US equities are expensiveWhy are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?
tim@emorningcoffee.comJul 20, 20213 minNVDA and stock splitsThis article looks at the performance of #NVDA, which is doing a 4-1 stock split announced in May. NVDA is compared to #AAPL and #TSLA.
tim@emorningcoffee.comJul 7, 20217 minTech stocks continue to shine: a look back at 1H21This article looks at how three groupings of tech stocks have performed vis-a-vis two broad indices and two "reopening" ETFs, focus on 1H21