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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.
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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
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Robinhood, robintrack.net and Retail
Robinhood, robintrack.net (soon to be without data) and retail - the lessons and trends re stocks coming from retail. #markets #equities
tim@emorningcoffee.com
Aug 11, 20206 min read
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Week Ended July 3rd and the Week Ahead
Equity 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.com
Jul 5, 20208 min read
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A Level Playing Field?
Which companies or industries should have access to government support due to COVID-19 and which ones should not?
tim@emorningcoffee.com
Apr 15, 20209 min read
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Bloomberg 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.com
Jan 2, 20203 min read
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Saudi 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...
tim@emorningcoffee.com
Dec 6, 20191 min read
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