Love it or hate it, the fact is that Tesla's stock performance has left nearly all peers – tech and automotive – in the dust. Now what?

This is an article based on correspondence with two readers, both coming to the same conclusion – the S&P 500 is going to drop further!

Saudi Aramco did a much-watched IPO in Dec 2019. This article looks at the performance of the shares since the IPO (and other IOCs).

The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").

BTC and its brethren have bounced back from early July lows, but is this edition of a crypto winter over? I take a look in this article.

2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?

FOREX is in the news, especially as many think the USD has reached its peak and is at an inflection point. What drives FOREX? Read on.

The decade 2010-20 involved a very hands-on approach by the Fed to steer the US economy out of a deep recession. What lessons can be learnt

It is fashionable to espouse the end of the US dollar as the leading global reserve currency, but this will not occur anytime soon.

With oil approaching $100/bbl, it is hard to imagine that demand and supply were so out of line in April 2020 that oil prices went negative!

This is a primer on corporate bonds, investment grade & high yield. It also discusses the pandemic and its effect on the corp bond market.

Given the poor performance of equities so far this year, I wanted to take a quick high level look at valuations of a number of stocks...

I have written about the ARK Invest family of actively-managed ETFs in the past in E-MorningCoffee. You will find this update interesting.

Don't look to fundamentals to explain equity prices today – look to attitudes embedded in acronyms. And don't forget the super-easy Fed!

This article looks at recent performance of and valuation metrics of the FAMAG stocks and four others: SHOP, NVDA, TSLA and NFLX.

The bond market looks to be doing the Fed's dirty work, sending short term yields to post-pandemic highs. Is the Fed being too methodical?

I continue to believe that inflation will be transitory, but supply-push inflation will cause inflation to be higher longer.

All four major central banks held their policy rates steady last week, but all of them also had a hawkish bias. Earnings continued to be supportive of higher stock prices, with five of the Mag 7 companies all beating on the top and bottom lines. Yields were higher as bonds got hammered, thanks to ongoing concerns regarding higher oil-induced inflation. There is no end in sight to the Iran-U.S. conflict.