tim@emorningcoffee.comJan 1, 20214 minHappy new year: 10 things you might want to know as 2020 endsThe S&P 500 was the best performer of these indices in 2020, nudging out he Nikkei 225 (Japan) and the MSCI EM index.
tim@emorningcoffee.comDec 15, 202011 minIPOs and the story of DoorDash and AirBnBs it possible that DoorDash (market cap of $55.6 billion) is worth more than Dominos and Chipotle combined?
tim@emorningcoffee.comNov 25, 20202 min30,000 / 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.
tim@emorningcoffee.comNov 23, 20208 minBREXIT: 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......
tim@emorningcoffee.comAug 21, 20201 minAn Asset is Worth What the Market Pays for ItThis disconnect between the real economy and financial markets is so severe that many “old-time” investors.........
tim@emorningcoffee.comAug 11, 20206 minRobinhood, robintrack.net and RetailRobinhood, robintrack.net (soon to be without data) and retail - the lessons and trends re stocks coming from retail. #markets #equities
tim@emorningcoffee.comJun 11, 202012 minPart 2 (of 2): The arguments as to why the S&P 500 is too highThis article is the #bear case for the #equity #markets, the opposite view I discussed in an article last week.
tim@emorningcoffee.comJun 5, 20208 minPart 1 (of 2): The Case For the Stock Market RecoveryThis is the first of two articles on the amazing recovery of the #S&P500 during the CV19 pandemic. I present seven reasons in support.
tim@emorningcoffee.comMay 29, 20206 minSector Performance Post-Market RecoveryThis article looks at the performance of 11 sector ETFs during the period of the COVID-19 pandemic. A shift in preferences is underway.