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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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FOMC 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.com
Sep 23, 20213 min read
A look back at returns during the pandemic
This article looks at asset returns across various equity indices (US and global) and other asset classes during the pandemic and longer.
tim@emorningcoffee.com
Sep 7, 20218 min read
A 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.com
Aug 18, 20215 min read
Alternatives when equities are super-expensive
US equities have reached record valuations. Does this matter? What can you do if you are concerned?
tim@emorningcoffee.com
Aug 4, 20218 min read
How did we get here: US equities are expensive
Why are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?
tim@emorningcoffee.com
Jul 27, 20218 min read
NVDA and stock splits
This 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.com
Jul 20, 20213 min read
Tech stocks continue to shine: a look back at 1H21
This article looks at how three groupings of tech stocks have performed vis-a-vis two broad indices and two "reopening" ETFs, focus on 1H21
tim@emorningcoffee.com
Jul 7, 20217 min read
AMC: The Latest Meme Stock
AMC Entertainment (NYSE: AMC) is one of the so-called meme stocks that have dominated the financial news flow for much of the year. Last...
tim@emorningcoffee.com
Jun 9, 20217 min read
NFTs ("Non-Fungible Tokens")
NFTs are here to stay in my opinion. This unique form of digitised tokens that relies on blockchain tech, has legs, but will be volatile.
tim@emorningcoffee.com
Jun 2, 20218 min read
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