tim@emorningcoffee.com
Amazon (again), but read post before this one first
After researching and writing the post below, I came across an interesting article in the New York Times this morning regarding how #AMZN...
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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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tim@emorningcoffee.com
Dec 1, 20193 min read
Amazon: Loved and Hated (but Loved More)
On Friday the BBC and several other news sources reported on Black Friday protests at several of Amazon’s facilities in France, related...
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tim@emorningcoffee.com
Nov 25, 20195 min read
The Manifestos and Fiscal Projections for the Conservative and Labour Parties
In the U.K., both the Conservative and the Labour Parties are openly campaigning for the upcoming 12 December election on ending fiscal...
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tim@emorningcoffee.com
Nov 21, 20192 min read
Lyft’s Philosophy is Different than Uber's (and others)
I just watched a 7-minute interview on CNBC with John Zimmer, co-founder and president of Lyft. Recall that Lyft went public earlier...
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tim@emorningcoffee.com
Nov 20, 20191 min read
Johnson vs Corbyn: My View
The U.K. general election debate last night made me no more likely to vote #Labour because my philosophy remains that “smaller government...
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tim@emorningcoffee.com
Nov 19, 20191 min read
Debate tonight
Don't miss the debate tonight (19th November) at 8pm on ITV between PM Boris Johnson and Labour-leader Jeremy Corbyn. This should be...
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tim@emorningcoffee.com
Nov 19, 20192 min read
Saudi Aramco: A Valuation in Excess of $1.4 Trillion is Simply Too Much (And That Might be Generous!
I have done some high level work on the Saudi Aramco (“Aramco”) IPO, some with reference to the five international oil companies...
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