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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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"New Tech" / WFH Companies: Week 5
In week 5 of the high flyers, I present four companies reporting earnings this week: Zoom, Lemonade, Snowflake and Sea Limited.
tim@emorningcoffee.com
Mar 1, 202110 min read
Week Ended Feb 26th and the Week Ahead
This is the update of financial markets and key economic events that occurred last week in a highly volatile session, and what may be ahead
tim@emorningcoffee.com
Feb 27, 20216 min read
The Next Round of Fiscal Stimulus (US)
A $1.9 trillion third mega-round of fiscal stimulus in the US is pending, and it will have long-term and far-reaching economic effects.
tim@emorningcoffee.com
Feb 26, 202114 min read
"New Tech" / WFH Companies: Week 4
4th instalment of coverage of high flying companies, including Airbnb, DoorDash, Nvidia, Etsy, Teladoc and Square. Buyer beware!
tim@emorningcoffee.com
Feb 22, 202113 min read
Week Ended Feb 19th 2021 and the Week Ahead
The Week Ahead The US (Thurs) and China (Fri) will release 4Q2020 GDP figures late in the week Plenty more earnings releases are coming –...
tim@emorningcoffee.com
Feb 20, 20212 min read
Results: Week 3 "New Tech / WFH Companies
All six “new tech” / high flyers I wrote about earlier this week (Feb 15th) have now released their earnings.
tim@emorningcoffee.com
Feb 19, 20212 min read
"New Tech" / WFH Companies: Week 3
Covered this week are six high fliers: Appian, Fastly, Palantir, Roku, Shopify and Twilio
tim@emorningcoffee.com
Feb 15, 202110 min read
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
"New Tech" / WFH Companies: Week 2
In one way or another, all [21] of these companies tend to be disrupters and many have benefited from the pandemic.
tim@emorningcoffee.com
Feb 8, 20217 min read
Week Ended Feb 5th 2021 and the Week Ahead
Equity markets were one directional last week, with only a brief hiatus mid-week, as they roared forward with conviction.
tim@emorningcoffee.com
Feb 6, 20214 min read
Inflation
The purpose of this article is to provide you with a basic understanding of inflation – what it is, why it can derail a stable economy, and
tim@emorningcoffee.com
Feb 4, 202123 min read
"New Tech" / WFH Companies, Week 1
DISCLAIMER: Below are my opinions on three stocks: MTCH, PTON and PINS. I am not a research analyst or a registered investment advisor,...
tim@emorningcoffee.com
Feb 1, 20219 min read
Week Ended Jan 29th 2021 and the Week Ahead
Global equity markets ended down this week between 3% and 4% almost across the board, with further risk remaining on the downside.
tim@emorningcoffee.com
Jan 30, 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 Jan 22, 2021 and the Week Ahead
Weekly update covering equities, credit and safe haven assets.
tim@emorningcoffee.com
Jan 23, 20215 min read
FAANG+M Stocks: More of the Same
FAANG+M still performing, and performing strongly even if not as "sexy" as many new tech momentum names. Check out this update.
tim@emorningcoffee.com
Jan 21, 20216 min read
Week Ended Jan 15th 2021 and the Week Ahead
NOTE TO READERS: Still working on format or weekly, bear with me. The Week Ahead Well as they say, “I still ain’t feelin’ it”. It’s...
tim@emorningcoffee.com
Jan 16, 20215 min read
Week Ended Jan 8 2021 and the Week Ahead
I am trying a new format as the year begins for the emorningcoffee.com weekly update, consisting of more concise text and a more...
tim@emorningcoffee.com
Jan 9, 20213 min read
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