tim@emorningcoffee.com
WEEKLY: Damn glad that's over!
It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.
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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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tim@emorningcoffee.com
- Dec 22, 2022
- 10 min
Predicting stock prices: 2023
The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!
990
tim@emorningcoffee.com
- Dec 12, 2022
- 2 min
The Fed, Bank of England and ECB: monetary policy decisions
This week we have monetary policy decisions from the Fed, the Bank of England and the ECB, the last of the year. This provides context.
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tim@emorningcoffee.com
- Nov 8, 2022
- 7 min
Windfall taxes are a stupid idea
Windfall taxes are economically stupid, which might be why politicians seem to like the idea so much. Banks and energy companies are at risk
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tim@emorningcoffee.com
- Oct 4, 2022
- 5 min
Fine wine – an alternative asset for all seasons
As traditional asset classes get ever-more turbulent, alternative assets become ever-more attractive. This article is about fine wine.
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tim@emorningcoffee.com
- Sep 22, 2022
- 6 min
Tesla: as resilient as ever
Love it or hate it, the fact is that Tesla's stock performance has left nearly all peers – tech and automotive – in the dust. Now what?
840
tim@emorningcoffee.com
- Sep 20, 2022
- 3 min
3,200? Possible but I hope not!
This is an article based on correspondence with two readers, both coming to the same conclusion – the S&P 500 is going to drop further!
690
tim@emorningcoffee.com
- Aug 30, 2022
- 9 min
Revisiting Saudi Aramco
Saudi Aramco did a much-watched IPO in Dec 2019. This article looks at the performance of the shares since the IPO (and other IOCs).
670
tim@emorningcoffee.com
- Aug 23, 2022
- 6 min
The Federal Reserve's balance sheet
The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").
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tim@emorningcoffee.com
- Jul 20, 2022
- 11 min
Is the Crypto winter over?
BTC and its brethren have bounced back from early July lows, but is this edition of a crypto winter over? I take a look in this article.
850
tim@emorningcoffee.com
- Jun 7, 2022
- 8 min
2022 so far: not a year to remember for investors!
2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?
780
tim@emorningcoffee.com
- May 10, 2022
- 14 min
The Federal Reserve and the Decade of 2010-2020
The decade 2010-20 involved a very hands-on approach by the Fed to steer the US economy out of a deep recession. What lessons can be learnt
820
tim@emorningcoffee.com
- Mar 17, 2022
- 8 min
Will the US dollar remain the global reserve currency?
It is fashionable to espouse the end of the US dollar as the leading global reserve currency, but this will not occur anytime soon.
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tim@emorningcoffee.com
- Feb 24, 2022
- 7 min
Oil update: prices skyrocket
With oil approaching $100/bbl, it is hard to imagine that demand and supply were so out of line in April 2020 that oil prices went negative!
580
tim@emorningcoffee.com
- Feb 8, 2022
- 18 min
Corporate bonds: why you should care about this market
This is a primer on corporate bonds, investment grade & high yield. It also discusses the pandemic and its effect on the corp bond market.
2003
tim@emorningcoffee.com
- Jan 27, 2022
- 10 min
Buy the Dip or Sell the Rip?
Given the poor performance of equities so far this year, I wanted to take a quick high level look at valuations of a number of stocks...
2382
tim@emorningcoffee.com
- Jan 21, 2022
- 8 min
ARK Invest Update
I have written about the ARK Invest family of actively-managed ETFs in the past in E-MorningCoffee. You will find this update interesting.
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