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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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U.S. Student Debt: Dems Give it Some Attention
I do not ordinarily use this blog to focus on a particular article I have read, but this post will be an exception. In today’s The...
tim@emorningcoffee.com
Feb 21, 20203 min read
ETFs and Passive Investing
This post is mainly about Exchange Traded Funds, or “ETFs”, which have ridden the coattails of the growth in passive investing.
tim@emorningcoffee.com
Feb 19, 202011 min read
What Matters this Week (and a Few Things from Last Week)
The Market Last Week: Equity index returns on the major exchanges last week were mixed, with the U.S. S&P 500 and the Euro STOXX 600...
tim@emorningcoffee.com
Feb 17, 20206 min read
Netflix, Part 1 - "Riding the Wave"
This post discusses Netflix, the world's leading streaming company and increasingly a content company to be reckoned with. Part 1 of 2 posts
tim@emorningcoffee.com
Feb 14, 202010 min read
Tesla - $2 billion secondary offering
Tesla is offering $2 billion of shares in a secondary offering. This is contrary to what E Musk said 2 weeks ago, but it's the right move.
tim@emorningcoffee.com
Feb 13, 20202 min read
The 2021 Trump Administration Budget
This post looks at the recently-released budget for 2021-2030 from the Trump Administration. It compares it to the CBO outlook, too.
tim@emorningcoffee.com
Feb 12, 20207 min read
What Matters This Week (and A Few Things from Last Week)
This post contains a summary of key world economic, markets and geopolitical events from last week, and whats ahead for this week
tim@emorningcoffee.com
Feb 10, 20207 min read
The Dems are Gifting the White House to President Trump
Through a combination of President Trump being himself and Democratic mis-steps, President Trump appears to be winning the middle.
tim@emorningcoffee.com
Feb 7, 20207 min read
FAANG stocks + MSFT: It's been an incredible journey
Let me start this post by saying it is difficult for me not to focus on the incredible – and nearly daily – increase in the price of...
tim@emorningcoffee.com
Feb 5, 20205 min read
What Happened Last Week, and What Matters this Week: Feb 3-7, 2020
The Markets: Equity markets fell globally last week, in spite of some fairly decent earnings reports (see last section). Risk-off assets...
tim@emorningcoffee.com
Feb 3, 20205 min read
Coronavirus: Investors shrug it off as earnings releases accelerate
I recognise that this is being released, at least in Europe, closer to afternoon tea than morning coffee. But bear with me please! As of...
tim@emorningcoffee.com
Jan 29, 20204 min read
The Dilemma of Negative Interest Rates
Negative interest made sense during the Great Recession. But now what? The continuation of this accommodative policy comes with baggage.
tim@emorningcoffee.com
Jan 28, 202011 min read
What Matters this Week: Jan 27-31, 2020
Davos, more earnings, Coronavirus and the Royals
tim@emorningcoffee.com
Jan 27, 20204 min read
President Trump's Keynote Address at the WEF in Davos Yesterday
If you want to watch President Trump’s keynote speech form yesterday morning at Davos, watch it here. And before I recap, rest assured...
tim@emorningcoffee.com
Jan 22, 20204 min read
This Week Matters: Davos and 4Q2019 Earnings
The main focus for the remainder of this week as far as the global financial markets are the annual meeting of The World Economic Forum...
tim@emorningcoffee.com
Jan 21, 20203 min read
Flybe: The U.K. Government should not support this airline (unless it supports others)
On January 14th, the precarious financial position of UK domestic airline Flybe was disclosed by several news services, including the...
tim@emorningcoffee.com
Jan 20, 20207 min read
Momentum investing: not all it's cracked up to be
As the US equity markets head further north, almost without pause, it compelled me to look at an investment strategy that is not new but...
tim@emorningcoffee.com
Jan 16, 20205 min read
Impeachment (thought I best cover this before it fades into the background......)
The good news about the current impeachment process - if there can possibly be any - is that it reminds the US electorate of how this...
tim@emorningcoffee.com
Jan 13, 20207 min read
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