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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 9, 2025: Trump says "buy stocks" (again)
Markets continued to stabilise this week, at least as far as risk assets including global equities and BTC. Other assets moved sideways.
tim@emorningcoffee.com
May 86 min read
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Week ended August 30, 2024
Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better
tim@emorningcoffee.com
Sep 1, 20246 min read
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Berkshire Hathaway: 2023 results and the path forward
Berkshire Hathaway released its FY earnings on Sat. As always, there are plenty of juicy nuggets to digest.
tim@emorningcoffee.com
Feb 27, 20249 min read
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Week ended Dec 1, 2023: all systems go (for now)
There was enough sad news this week, but it certainly didn’t make a dent in sentiment as stocks and bonds continue to rally hard.
tim@emorningcoffee.com
Dec 2, 20238 min read
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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
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Stock repurchases (thanks Mr Buffet)
In his Letter to Shareholders, Mr Buffet raised the issue of the 1% excise tax on stock repurchases, a bad idea. I think he is right!
tim@emorningcoffee.com
Feb 27, 20236 min read
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