tim@emorningcoffee.comOct 10, 20208 minWeek Ended Oct 9th and the Week AheadFOMO is carrying the day as we settle back into a momentum-driven market.
tim@emorningcoffee.comOct 3, 20209 minWeek Ended Oct 2nd and the Week AheadI remain negatively biased on equities, perhaps a dissenting view but one that is based on what I see ahead in the coming weeks.
tim@emorningcoffee.comSep 26, 20208 minWeek Ended Sept 25th and the Week AheadThe confluence of factors amounts to increasing uncertainty as we head into the final quarter...my risk assessment biased towards downside
tim@emorningcoffee.comSep 19, 20208 minWeek Ended September 18 and the Week Ahead"But while the bubble lasted, it was the people who were the least informed who were the ones making the most money.” Lords of Finance
tim@emorningcoffee.comSep 12, 20208 minWeek Ended Sept 11th and the Week AheadThe tech sector continued to wobble last week, dragging down the broader U.S. stock indices but particularly the tech-heavy NASDAQ.
tim@emorningcoffee.comSep 6, 20209 minWeek Ended Sept 4th 2020 and the Week AheadValuations remain ridiculously high in equities and the disconnect between global economies and financial markets remains distorted.
tim@emorningcoffee.comAug 30, 20207 minWeek Ended Aug 28th and the Week AheadWho would have ever thought that global economies could endure the worst economic quarter in decades if not centuries, and still have equity
tim@emorningcoffee.comAug 23, 20208 minWeek Ended Aug 21st 2020 and the Week AheadThe financial markets showed little conviction last week, not atypical for mid-August (even with the pandemic raging). #economics #markets
tim@emorningcoffee.comAug 16, 20209 minWeek Ended Aug 14th and the Week AheadSummary Equity markets stalled in the U.S., with indices performing better last week in Europe and Japan. The S&P 500 flirted with its...