tim@emorningcoffee.com
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...
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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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tim@emorningcoffee.com
- Apr 5
- 4 min
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.
1590
tim@emorningcoffee.com
- Jan 30
- 3 min
Musings to start the week
As we kick off the week with what looks like will be a weak opening in US stock and bond markets following weakness in Asian and European...
240
tim@emorningcoffee.com
- Jan 28
- 4 min
WEEKLY: Risk assets head to the moon!
We are going "to the moon" across risk assets of all types. Can this continue? I'm not convinced but it's been a great start to 2023!
360
tim@emorningcoffee.com
- Jan 23
- 2 min
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.
370
tim@emorningcoffee.com
- Sep 22, 2022
- 6 min
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?
840
tim@emorningcoffee.com
- Jul 26, 2022
- 6 min
FAMAG earnings: investors on edge
This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.
540
tim@emorningcoffee.com
- Apr 30, 2022
- 8 min
Week ended April 29th, 2022
Sentiment started poorly, stabilised and then tanked, driven generally by earnings with Amazon being a key (negative) driver.
760
tim@emorningcoffee.com
- Feb 5, 2022
- 8 min
Week ended February 4th 2022
Equities ended up thanks to GOOG and AMZN, and to a strong jobs report on Friday. The BoE raised its Bank Rate, and the ECB stood still.
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