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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 Dec 4th and the Week Ahead
Can this one directional market go on forever? Probably not, but what’s to stop it?
tim@emorningcoffee.com
Dec 5, 20208 min read
Week Ended Nov 27th 2020 and the Week Ahead
Maybe it’s the time of year, or maybe it’s just a sneaking suspicion that things aren’t nearly as good as some investors think.
tim@emorningcoffee.com
Nov 28, 20207 min read
30,000 / 19,000 /12,000: Go baby go!
What could possibly go wrong? I guess that’s what bothers me most because we seem to be out of good news.
tim@emorningcoffee.com
Nov 25, 20202 min read
BREXIT: UK-EU trade agreement, hurry up!
It is an interesting time to look at the ongoing discussions between the UK and the EU on a post-BREXIT trade deal......
tim@emorningcoffee.com
Nov 23, 20208 min read
Week Ended Nov 20th 2020 and the Week Ahead
Strange how the trajectory of bitcoin looks a bit like that of Tesla
tim@emorningcoffee.com
Nov 21, 20209 min read
Week Ended Nov 13th 2020 and the Week Ahead
The Week Ahead This week is likely to see the ongoing tussle between the two camps currently driving sentiment in the markets – those...
tim@emorningcoffee.com
Nov 14, 20208 min read
Two Stocks: Shopify and Peloton
DISCLAIMER: Below are my opinions on two stocks, SHOP and PTON. I am not a research analyst or a registered investment advisor, and the...
tim@emorningcoffee.com
Nov 10, 20207 min read
Week Ended Nov 6th 2020 and the Week Ahead
The Week Ahead The main focal point in the coming week is a resolution of the open results of the US election, with most focus on the...
tim@emorningcoffee.com
Nov 7, 20208 min read
The Results of the US Election and The Economy
Now that I have digested the surprising results of the US election yesterday, at least as far as where we stand at the moment, I thought...
tim@emorningcoffee.com
Nov 4, 20205 min read
Week Ended Oct 30th and the Week Ahead
This week will have one major focal point, and that is the US Presidential election on Tuesday.
tim@emorningcoffee.com
Oct 31, 20208 min read
Electoral College: A Strange Way to Pick a President
With the US presidential election just around the corner, now is a perfect time to look at how voting for President of the USA works.
tim@emorningcoffee.com
Oct 30, 20206 min read
US Postal Service (and Absentee Ballots)
President Trump is right in his desire to restructure the USPS albeit not necessarily for the right reasons.
tim@emorningcoffee.com
Oct 28, 202015 min read
Week Ended Oct 23rd and the Week Ahead
Perhaps the one defining feature in markets for the week was the sharp sell-off in US Treasuries, which abated slightly on Friday.
tim@emorningcoffee.com
Oct 24, 20207 min read
My Thoughts: Joe Biden, President Trump and Amy Coney Barrett
President Trump and the Republican party is portraying the ticket of Joe Biden and Kamala Harris (VP) as socialists. I don’t agree.
tim@emorningcoffee.com
Oct 23, 20209 min read
Week Ended October 16th and the Week Ahead
No sooner had I said “capitulation” (see last week’s update) than reality crept in on Tuesday and global equity and credit markets struggled
tim@emorningcoffee.com
Oct 17, 20208 min read
Week Ended Oct 9th and the Week Ahead
FOMO is carrying the day as we settle back into a momentum-driven market.
tim@emorningcoffee.com
Oct 10, 20208 min read
Week Ended Oct 2nd and the Week Ahead
I remain negatively biased on equities, perhaps a dissenting view but one that is based on what I see ahead in the coming weeks.
tim@emorningcoffee.com
Oct 3, 20209 min read
Week Ended Sept 25th and the Week Ahead
The confluence of factors amounts to increasing uncertainty as we head into the final quarter...my risk assessment biased towards downside
tim@emorningcoffee.com
Sep 26, 20208 min read
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