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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 8, 20256 min read
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
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
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
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
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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