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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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Four tech giants to report earnings: MSFT, META, AMZN and AAPL
Four of the infamous tech giants in the Mag & report earnings today and tomorrow: MSFT, META, AMZN and AAPL. Risk is downside asymmetrical.
tim@emorningcoffee.com
2 days ago3 min read
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Mag 7 stocks: a tough 1Q2025 (and now "on sale"?)
This is a very brief update for the Mag 7 stocks for 1Q2025, all of which were down, several sharply. It is not getting better either!
tim@emorningcoffee.com
Apr 39 min read
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Week ended Feb 28, 2025: investors are "risk off"
Market volatility is increasing due to erratic US government policies. Bonds, gold, and foreign stocks are the place to hide.
tim@emorningcoffee.com
Mar 16 min read
44
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Week ended Jan 31, 2025: earnings and central bank decisions dominate
The week started and ended poorly for US stocks, delivering losses for the week. European stocks have been the best performers YtD.
tim@emorningcoffee.com
Feb 15 min read
17
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DeepSeek, ASML earnings, Mag 7 earnings and FOMC decision
DeepSeek wrecks outlook for AI companies; Mag 7 companies MSFT, META, TSLA and AAPL report earnings; FOMC expected to hold rates
tim@emorningcoffee.com
Jan 293 min read
14
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Take aways from Berkshire Hathaway’s 2023 shareholder meeting
“What gives you opportunities is other people doing dumb things ... In the 58 years we’ve been running Berkshire, I would say there’s...
tim@emorningcoffee.com
May 8, 20236 min read
119
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S&P 500 1Q2023: Tech stars dominate (again)
Tech companies drove the 7% return of the S&P 500 in the 1Q23. Without the "magnificent seven", the index would have been flattish.
tim@emorningcoffee.com
Apr 5, 20234 min read
187
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FAMAG (+TSLA) quarterly earnings: everything you need to know
The five mega-tech FAMAG names start reporting their quarterly earnings ended Dec 30th, 2022, this week. I also included TSLA.
tim@emorningcoffee.com
Jan 23, 20232 min read
41
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Tesla: as resilient as ever
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?
tim@emorningcoffee.com
Sep 22, 20226 min read
109
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