tim@emorningcoffee.comJan 27, 202111 minShorts and GameStopThere is a growing crescendo of stories in the financial press these days regarding short sellers, and the role that short sellers play in t
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 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.comJul 5, 20208 minWeek Ended July 3rd and the Week AheadEquity markets were generally better last week, especially in the U.S. Credit, gold and oil were all better. CV19 in the U.S. rages on.
tim@emorningcoffee.comApr 15, 20209 minA Level Playing Field?Which companies or industries should have access to government support due to COVID-19 and which ones should not?
tim@emorningcoffee.comJan 2, 20203 minBloomberg reports private equity "dry powder" at record high - not sure this is a good thing!Having read this article from #Bloomberg this morning – “Private Equity is Starting 2020 With More Cash Than Ever Before” - on the amount...
tim@emorningcoffee.comDec 6, 20191 minSaudi Aramco IPO is born!The Saudi Aramco IPO has been priced, giving the company a valuation of $1.7 trillion off an order book that apparently was 4.7x...