top of page
Home: Welcome
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.
Search
Week Ended May 15th 2020 and the Week Ahead
Equity market indices down last week, economic data continues to be bad, safe haven assets rallied, HY spreads widened, oil higher
tim@emorningcoffee.com
May 18, 20209 min read
S&P 500 Volumes: Is This Downdraft for Real?
This is a look at #S&P500 volumes YtD. It addresses the sudden increase in volumes as the market seems increasingly fragile.
tim@emorningcoffee.com
May 14, 20202 min read
Don't be Fooled: CV19 Fiscal Measures Aren't Free
Taxes will go up in the U.K. once we are on the other side of the CV19 crisis, so be prepared. In fact, taxes will go up in the U.S. too.
tim@emorningcoffee.com
May 13, 20202 min read
The Airline Industry - Are Bailouts Justified?
One of the industries that has been most adversely affected by the economic stoppage due to COVID-19 has been the passenger airline industry
tim@emorningcoffee.com
May 12, 202016 min read
Last Week and the Week Ahead (May 11-15)
The U.S. posted its worst non-farm payrolls and unemployment figures since the Great Depression.
tim@emorningcoffee.com
May 9, 20206 min read
Last Week and the Week Ahead (May 4-8)
This article discusses corp earnings, the economic outlook, the performance of equity & credit markets, and provides an update on COVID-19.
tim@emorningcoffee.com
May 4, 20206 min read
"Yellow Dust" (Gold)
This article is about gold, a unique precious metal and perhaps the perfect follow-up to my last article on oil.
tim@emorningcoffee.com
May 1, 202011 min read
"Texas Tea" (Oil)
"Texas Tea" is oil, and this article looks at many of the industry dynamics affecting the global demand for and supply of oil.
tim@emorningcoffee.com
Apr 29, 202013 min read
Last Week and the Week Ahead (April 27 - May 1)
Recap of what happened last week, and what is coming this week - equity & credit markets, earnings, economic data, oil, COVID-19
tim@emorningcoffee.com
Apr 27, 20207 min read
Discover Financial Services' 1Q2020 Results (and a bit about Visa and Mastercard too)
A quick lock at the 1Q2020 results of Discover Financial Services (and at VISA and Mastercard - pending - too). #dfs #visa #mastercard #axp
tim@emorningcoffee.com
Apr 23, 20207 min read
The Sum of All Fears
Written by guest blogger Rob Ellison, this is a clever look at what may lie ahead for many economies following unprecedented CV-19 stimulus
robertellison1
Apr 22, 20208 min read
Last Week and the Week Ahead (April 20-27)
Equity markets surge, credit markets strengthen, oil plummets, C-19 rages on, 90 S&P 500 companies report this week, more stimulus coming
tim@emorningcoffee.com
Apr 20, 202010 min read
Netflix Part 2 - My Thoughts on Valuation
This is the second instalment containing my thoughts on Netflix, which is hovering near its all-time high
tim@emorningcoffee.com
Apr 17, 20209 min read
A Level Playing Field?
Which companies or industries should have access to government support due to COVID-19 and which ones should not?
tim@emorningcoffee.com
Apr 15, 20209 min read
Last Week and the Week Ahead (April 13-17)
Equity and credit markets rallied last week, more stimulus in the US and Europe, OPEC+ strikes a deal, COVID-19 ravages on, Sanders out
tim@emorningcoffee.com
Apr 13, 20208 min read
A Look at Credit Card Companies
This post is a look at the four largest credit card companies: VISA, MasterCard, American Express and Discover Financial Services.
tim@emorningcoffee.com
Apr 8, 20207 min read
Last Week and the Week Ahead (April 6-10)
Summary Economic Data: Expectations had been set by economists regarding record levels of first time unemployment claims and non-farm...
tim@emorningcoffee.com
Apr 6, 20206 min read
Microsoft
From time to time I profile companies in emorningcoffee.com. I have covered both Tesla and Netflix in the past. Most of the companies I...
tim@emorningcoffee.com
Apr 2, 20202 min read
Home: Blog2
bottom of page