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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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Tesla Again: Too Much, Too Fast (But Perhaps Too Soon)
I feel compelled to comment on my last blog post from Monday regarding Tesla, mainly because the shares have rallied further since I...
tim@emorningcoffee.com
Jan 10, 20202 min read
Tesla (TLSA): I Like The Company But Not At This (Inflated) Price?
Disclosure: I have owned Tesla (TLSA) shares in the past but sold them over one year ago and made money; however, I did not make as much...
tim@emorningcoffee.com
Jan 7, 20206 min read
Bloomberg reports private equity "dry powder" at record high - not sure this is a good thing!
Having read this article from #Bloomberg this morning – “Private Equity is Starting 2020 With More Cash Than Ever Before” - on the amount...
tim@emorningcoffee.com
Jan 2, 20203 min read
2019 was not just about equities
It is well known by now that the equity markets in the U.S. were the right place to be in 2019, with returns YtD of 21.7%, 27.1% and...
tim@emorningcoffee.com
Dec 30, 20192 min read
The Sixth Democratic Debate, Dec 19th 2019
Last night I watched the sixth Democratic debate, the first I have seen in real time. The first half of debate was not very interesting...
tim@emorningcoffee.com
Dec 20, 20195 min read
High Yield - Really??
This Opinion article in Bloomberg entitled “What Does a Junk Bond Even Mean Anymore?” discusses the tightening of spreads across the US...
tim@emorningcoffee.com
Dec 18, 20193 min read
Cannabis (and - as an aside - The Motley Fool) - UPDATE
February 11, 2021 I wrote the article below in mid-December 2019, but since pot stocks are the fad at the moment, I thought I would run...
tim@emorningcoffee.com
Dec 18, 20198 min read
You Didn't Need to be Smart to have Made Money Investing This Year!
Assuming the “phase one trade agreement” with China doesn’t fade today, the combination of the initial stages of what might turn out to...
tim@emorningcoffee.com
Dec 13, 20191 min read
Conservatives Smash Election: US Democrats Need to Learn from this to Stand a Chance in November
Early exit polls indicate that the Conservatives not only won the most seats in Thursday’s U.K. election, as expected, but won enough...
tim@emorningcoffee.com
Dec 13, 20192 min read
Saudi Aramco: Long May the Fantasy Continue
Saudi Aramco has traded up two straight days, vindicating – at least inside the closed world of KSR - that the company is certainly worth...
tim@emorningcoffee.com
Dec 12, 20192 min read
What a Difference a Year Makes in the US Equity Markets!
Coming off the blowout in non-farm payrolls in the US on Friday (266k new jobs added vs 180k consensus and 156k in October), the US...
tim@emorningcoffee.com
Dec 10, 20193 min read
“The Nightmare Before Christmas”: The Economists’ Take on the “3rd Alternative” in the Upcoming UK E
There are several parties putting forth candidates in the upcoming UK election on December 12th. The two traditional parties certain to...
tim@emorningcoffee.com
Dec 9, 20193 min read
Saudi Aramco IPO is born!
The Saudi Aramco IPO has been priced, giving the company a valuation of $1.7 trillion off an order book that apparently was 4.7x...
tim@emorningcoffee.com
Dec 6, 20191 min read
The Digital Tax: Where do we Stand?
During the NATO summit earlier this week, France announced that it would be imposing a new 3% digital tax on technology companies which...
tim@emorningcoffee.com
Dec 5, 20193 min read
#Twitter Is About to Join the HY Party
Twitter is planning to issue a HY bond this week, led by JP Morgan. I believe this is probably good value should it be issued at 4-1/2%...
tim@emorningcoffee.com
Dec 4, 20191 min read
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...
tim@emorningcoffee.com
Dec 2, 20191 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...
tim@emorningcoffee.com
Dec 1, 20193 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...
tim@emorningcoffee.com
Nov 25, 20195 min read
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