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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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How did we get here: US equities are expensive
Why are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?
tim@emorningcoffee.com
Jul 27, 20218 min read
Week Ended July 23, 2021: "Buy the Dip"
Week ended July 23 2021. After a dismal start on Monday, investors put aside economic and pandemic concerns as S&P 500 earnings were strong
tim@emorningcoffee.com
Jul 24, 20214 min read
NVDA and stock splits
This article looks at the performance of #NVDA, which is doing a 4-1 stock split announced in May. NVDA is compared to #AAPL and #TSLA.
tim@emorningcoffee.com
Jul 20, 20213 min read
Week Ended July 16, 2021: Inflation Up, Yields Down
This is the usual weekly update for the week ended July 16th 2021. Oddly, inflation is running hot but government bond yields are falling.
tim@emorningcoffee.com
Jul 17, 20216 min read
Week Ended July 9th: Markets Wobble But Recover Quickly
US Treasury bonds continued to rally hitting highs not seen in many months. Equities wobbled Thursday but reached record highs Friday.
tim@emorningcoffee.com
Jul 10, 20214 min read
Tech stocks continue to shine: a look back at 1H21
This article looks at how three groupings of tech stocks have performed vis-a-vis two broad indices and two "reopening" ETFs, focus on 1H21
tim@emorningcoffee.com
Jul 7, 20217 min read
Week Ended July 2nd 2021: It's The Best of Times
This is summary of what occurred in financial markets, including equities, bonds, safe haven & other assets, last week and 1H2021 summary.
tim@emorningcoffee.com
Jul 3, 20215 min read
The collateral effects of "selective" wage increases to $15/hour
Selective wage increases by several large US companies (e.g. Amazon, Target) are not necessarily positive for communities at large.
tim@emorningcoffee.com
Jun 30, 20214 min read
Week Ended June 25th 2021: Higher & Higher!
Financial markets stable, no real news flow of significance. Equity markets globally and across themes drift higher, along with UST yields.
tim@emorningcoffee.com
Jun 26, 20213 min read
Week Ended June 18th 2021: Fed Rattles Markets
Weekly update, focus on Fed's press conference mid-week which rattled markets with Friday bringing the worst
tim@emorningcoffee.com
Jun 19, 20213 min read
Week Ended June 11th: Focus on ECB Decision and May CPI
Weekly update, attention focused on ECB policy and US May CPI. Markets reacted well, but look bored - meme stocks and crypto vol dominate.
tim@emorningcoffee.com
Jun 12, 20213 min read
AMC: The Latest Meme Stock
AMC Entertainment (NYSE: AMC) is one of the so-called meme stocks that have dominated the financial news flow for much of the year. Last...
tim@emorningcoffee.com
Jun 9, 20217 min read
Week Ended June 4th: Meme stocks feature in a blah market (until Friday)
Weekly update from E-MorningCoffee covering financial markets and macroeconomic events of the past week.
tim@emorningcoffee.com
Jun 5, 20215 min read
NFTs ("Non-Fungible Tokens")
NFTs are here to stay in my opinion. This unique form of digitised tokens that relies on blockchain tech, has legs, but will be volatile.
tim@emorningcoffee.com
Jun 2, 20218 min read
Volatility Settles, Asset Markets Steady but Better: Week Ended May 28th
After a couple of weeks characterised by high volatility and slow starts / strong finishes, this past week was void of nearly as much drama.
tim@emorningcoffee.com
May 29, 20214 min read
Inflation: Transient or Persistent, Lessons from the 1970s
This is about inflation - will it prove to be transitory (Fed's view) or persistent? I feel the former, but fear the medicine it will take
tim@emorningcoffee.com
May 26, 202110 min read
Week Ended May 21st: Not a Crypto Week!
Equities mixed, yields flattish, but the action was mainly in cryptocurrencies which got hammered last week. BTC down 40% off intraday high
tim@emorningcoffee.com
May 22, 20215 min read
ARK Invest: Digging Deeper
This is a follow-up to the article I wrote on ARK Invest in March, because a lot has changed since then that have affected the ARK ETFs
tim@emorningcoffee.com
May 18, 20218 min read
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