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
Week Ended Oct 2nd and the Week Ahead
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
Oct 3, 20209 min read
Week Ended Sept 25th and the Week Ahead
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 26, 20208 min read
Week 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.com
Sep 19, 20208 min read
Week Ended Sept 11th and the Week Ahead
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 12, 20208 min read
Week Ended Sept 4th 2020 and the Week Ahead
Valuations remain ridiculously high in equities and the disconnect between global economies and financial markets remains distorted.
tim@emorningcoffee.com
Sep 6, 20209 min read
Week Ended Aug 28th and the Week Ahead
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 30, 20207 min read
Week Ended Aug 21st 2020 and the Week Ahead
The financial markets showed little conviction last week, not atypical for mid-August (even with the pandemic raging). #economics #markets
tim@emorningcoffee.com
Aug 23, 20208 min read
Week Ended Aug 14th and the Week Ahead
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...
tim@emorningcoffee.com
Aug 16, 20209 min read
Week Ended August 7th and the Week Ahead
Performance of key global equity indices, the corp credit market, "safe haven" assets, earnings, economies and CV19.
tim@emorningcoffee.com
Aug 9, 202010 min read
Home: Blog2
bottom of page