tim@emorningcoffee.com
Recap of 2020 in the Global Financial Markets
2020 was an amazing year in the financial markets, in that the trajectory and volatility of asset prices could have never been imagined...
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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
Jan 1, 20214 min
Happy new year: 10 things you might want to know as 2020 ends
The S&P 500 was the best performer of these indices in 2020, nudging out he Nikkei 225 (Japan) and the MSCI EM index.
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tim@emorningcoffee.com
Dec 15, 202011 min
IPOs and the story of DoorDash and AirBnB
s it possible that DoorDash (market cap of $55.6 billion) is worth more than Dominos and Chipotle combined?
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tim@emorningcoffee.com
Nov 25, 20202 min
30,000 / 19,000 /12,000: Go baby go!
What could possibly go wrong? I guess that’s what bothers me most because we seem to be out of good news.
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tim@emorningcoffee.com
Nov 23, 20208 min
BREXIT: UK-EU trade agreement, hurry up!
It is an interesting time to look at the ongoing discussions between the UK and the EU on a post-BREXIT trade deal......
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tim@emorningcoffee.com
Aug 21, 20201 min
An Asset is Worth What the Market Pays for It
This disconnect between the real economy and financial markets is so severe that many “old-time” investors.........
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tim@emorningcoffee.com
Aug 11, 20206 min
Robinhood, robintrack.net and Retail
Robinhood, robintrack.net (soon to be without data) and retail - the lessons and trends re stocks coming from retail. #markets #equities
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tim@emorningcoffee.com
Jun 11, 202012 min
Part 2 (of 2): The arguments as to why the S&P 500 is too high
This article is the #bear case for the #equity #markets, the opposite view I discussed in an article last week.
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tim@emorningcoffee.com
Jun 5, 20208 min
Part 1 (of 2): The Case For the Stock Market Recovery
This is the first of two articles on the amazing recovery of the #S&P500 during the CV19 pandemic. I present seven reasons in support.
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