Weekly Updates 25/29

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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.

tim@emorningcoffee.com

Oct 10, 20208 min read

Week Ended Oct 9th and the Week Ahead

FOMO is carrying the day as we settle back into a momentum-driven market.

tim@emorningcoffee.com

Oct 3, 20209 min read

I 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.com

Sep 26, 20208 min read

The confluence of factors amounts to increasing uncertainty as we head into the final quarter...my risk assessment biased towards downside

tim@emorningcoffee.com

Sep 19, 20208 min read

"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.com

Sep 12, 20208 min read

The tech sector continued to wobble last week, dragging down the broader U.S. stock indices but particularly the tech-heavy NASDAQ.

tim@emorningcoffee.com

Sep 6, 20209 min read

Valuations remain ridiculously high in equities and the disconnect between global economies and financial markets remains distorted.

tim@emorningcoffee.com

Aug 30, 20207 min read

Who would have ever thought that global economies could endure the worst economic quarter in decades if not centuries, and still have equity

tim@emorningcoffee.com

Aug 23, 20208 min read

The financial markets showed little conviction last week, not atypical for mid-August (even with the pandemic raging). #economics #markets

tim@emorningcoffee.com

Aug 16, 20209 min read

Summary Equity markets stalled in the U.S., with indices performing better last week in Europe and Japan. The S&P 500 flirted with its...

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