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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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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
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
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