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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 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
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
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