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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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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

False Hope

Not sure I'm buying this rally, not yet anyhow!

tim@emorningcoffee.com

Apr 1, 20203 min read

Last Week and The Week Ahead (Mar 30 - Apr 3)

Record global stimulus provides the uplift for markets last week but the "feel good" might not persist. Here's a summary and outlook.

tim@emorningcoffee.com

Mar 30, 20206 min read

A Choice between Bad and Worse

Unprecedented fiscal and monetary stimulus is being used to blunt the negative economic effects of COVID-19. This comes with a price.

tim@emorningcoffee.com

Mar 27, 20206 min read

Playing the Sectors via ETFs

As the global equity markets experience unprecedented volatility and remain under siege due to COVID-19, I thought it might be interesting t

tim@emorningcoffee.com

Mar 25, 20205 min read

Last Week (Mar 16-20) and The Week Ahead

This is a weekly review and discusses the equity markets, credit markets, safe haven assets, oil and economic releases.

tim@emorningcoffee.com

Mar 23, 20207 min read

Once the Dust Settles

Once the dust settled on COVID-19, how will this change consumer habits for the long-term? I look at some possibilities in this post.

tim@emorningcoffee.com

Mar 20, 20208 min read

How Much Worse Could this Get?

How low could the S&P 500 index fall? I think to as low as 2,030, but I sure hope I'm wrong! The floor will be reached soon.

tim@emorningcoffee.com

Mar 17, 20205 min read

Last Week (March 9-13) and the Week Ahead

What happened last week (March 9-13), and a look at this coming week. We're off to a bad start!

tim@emorningcoffee.com

Mar 16, 20208 min read

Thanks (and Follow Me on Twitter Too)

Thanks for supporting my blog, emorningcoffee.com. Follow me on Twitter, too.

tim@emorningcoffee.com

Mar 15, 20201 min read

Coronavirus: At Last the World's Governments are Taking This Seriously

Many of the world's governments, including the U.S., U.K. and Italy, were slow to act on Coronavirus. This finally appears to be changing.

tim@emorningcoffee.com

Mar 14, 20206 min read

Getting Worse by the Minute: What Can Stop the Market Meltdown?

The market sell-off is accelerating, and all investors can do is hope for some key things to fall into place to restore confidence.

tim@emorningcoffee.com

Mar 12, 20208 min read

Profile: Fundana Asset Management

Fundana is a Geneva-based hedge fund-of-fund manager with a long history and strong track record

tim@emorningcoffee.com

Mar 10, 20207 min read

Last Week (March 2-6), and the Week Ahead

Volatile equity markets, risk-off assets, USTs rally, credit markets could seize up, Coronavirus, monetary & fiscal stimulus, earnings

tim@emorningcoffee.com

Mar 9, 20207 min read

Super Tuesday, The Dems Consolidate

Super Tuesday has come and gone, and a resurgent Joe Biden has grabbed the lead as Dems consolidate behind the two ideologies.

tim@emorningcoffee.com

Mar 4, 20204 min read

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