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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 Feb 12th 2021 and the Week Ahead
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
Shorts and GameStop
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
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
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
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
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
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
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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