top of page
Home: Welcome
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.
Search
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.
tim@emorningcoffee.com
Jan 12, 20223 min read
Three books worth reading
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
Where 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.com
Oct 12, 20212 min read
I'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.com
Sep 30, 20215 min read
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
Home: Blog2
bottom of page