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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 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
Recap of 2020 in the Global Financial Markets
2020 was an amazing year in the financial markets, in that the trajectory and volatility of asset prices could have never been imagined...
tim@emorningcoffee.com
Jan 4, 20218 min read
Happy new year: 10 things you might want to know as 2020 ends
The S&P 500 was the best performer of these indices in 2020, nudging out he Nikkei 225 (Japan) and the MSCI EM index.
tim@emorningcoffee.com
Jan 1, 20214 min read
Week Ended Dec 18 2020 and the Week Ahead
....investors are looking out to the future, post-pandemic, even though equities arguably remain so richly priced....
tim@emorningcoffee.com
Dec 19, 20209 min read
IPOs and the story of DoorDash and AirBnB
s it possible that DoorDash (market cap of $55.6 billion) is worth more than Dominos and Chipotle combined?
tim@emorningcoffee.com
Dec 15, 202011 min read
Week Ended Dec 11th 2020 and the Week Ahead
With vaccines now beginning to be administered, I understand the long game, but I find myself very much stuck in the moment......
tim@emorningcoffee.com
Dec 12, 20209 min read
"Pardon Me"
To my knowledge there has never been a pre-emptive self-pardon, so this will certainly be breaking new ground.
tim@emorningcoffee.com
Dec 8, 202010 min read
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