Financial Markets 7/12

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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.

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?

tim@emorningcoffee.com

Mar 15, 20237 min read

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...

tim@emorningcoffee.com

Feb 3, 20237 min read

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...

tim@emorningcoffee.com

Jan 30, 20233 min read

This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.

tim@emorningcoffee.com

Jul 26, 20226 min read

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!

tim@emorningcoffee.com

Jul 15, 20225 min read

Update on the FAMAG stocks (+TSLA, NVDA), an amazing group of stocks. These cos are important contributors to the S&P 500.

tim@emorningcoffee.com

Jan 12, 20223 min read

One of the many things that I have enjoyed doing since I left the grind of working at large financial institutions is reading things...

tim@emorningcoffee.com

Nov 30, 202110 min read

What are your assumptions about the current economic parameters affecting investors? Which investments make sense and which do not?

tim@emorningcoffee.com

Oct 12, 20212 min read

Cracks in equity and bond markets are becoming more visible....will central banks continue to protect equity investors?

tim@emorningcoffee.com

Sep 30, 20215 min read

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