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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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Week ended May 10, 2024: equities rise further
Equities better bid in a holiday-shortened week, one void of meaningful economic data and the last serious tranche of earnings.
tim@emorningcoffee.com
May 12, 20244 min read
Week ended April 19, 2024: not a good week!
It was another challenging week for both stocks and bonds, with the sell-off in equities gaining steam as tech stocks flounder.
tim@emorningcoffee.com
Apr 20, 20248 min read
Week ended July 8th, 2022
US jobs report over-rode concerns re resignation of UK PM Johnson and assassination of former Japanese PM Abe. Bonds tank, equities rally.
tim@emorningcoffee.com
Jul 10, 20226 min read
ARK Invest Update
I have written about the ARK Invest family of actively-managed ETFs in the past in E-MorningCoffee. You will find this update interesting.
tim@emorningcoffee.com
Jan 21, 20228 min read
ARK Invest: Digging Deeper
This is a follow-up to the article I wrote on ARK Invest in March, because a lot has changed since then that have affected the ARK ETFs
tim@emorningcoffee.com
May 18, 20218 min read
Revisiting the High Flyers
This article revisits 22 high flyers of which nearly all analysts' consensus revs and EPS in most recent quarter but are off their highs.
tim@emorningcoffee.com
Apr 8, 20217 min read
ARK Invest and Cathie Wood
ARK ETFs have delivered outlandish returns vis-a-vis every index imaginable, and most other ETFs and asset managers. How and why?
tim@emorningcoffee.com
Mar 11, 202112 min read
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