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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.

Bloomberg Invest New York (Oct 12-13, 2022)

The two-day Bloomberg event featured a variety of speakers covering a broad cross-section of topics relevant today.

tim@emorningcoffee.com

Oct 13, 20228 min read

At the economic symposium, Fed chair Powell presented a committed focus to snuff out inflation. Global growth is slowing, inflation high.

tim@emorningcoffee.com

Aug 27, 20228 min read

This past week was more lacklustre than the two weeks before, although the outcome was a slightly more subdued version of the same....

tim@emorningcoffee.com

Feb 13, 20215 min read

There 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.com

Jan 27, 202111 min read

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

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

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

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

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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