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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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First quarter 2025 review of markets
The 1Q2025 is in the bag, not an easy quarter. US stocks performed poorly, but gold and European stocks did well. Treasuries also did ok.
tim@emorningcoffee.com
Mar 312 min read
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Week ended March 14, 2025: markets volatile (again)
The sell-off in global equities is getting more painful, as investors continue to shun risk and pile into safe haven assets. What makes...
tim@emorningcoffee.com
Mar 155 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
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Week ended Dec 27, 2024: more of the same
It was a relatively quiet week with holidays right in the middle of the week for many countries. Equities were better, yields were higher.
tim@emorningcoffee.com
Dec 28, 20242 min read
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Week ended Dec 6, 2024: risk markets and USTs better, Bitcoin soars to record
Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record
tim@emorningcoffee.com
Dec 7, 20247 min read
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A quick look at MicroStrategy (MSTR)
MicroStrategy (MSTR) has had an amazing run since it adopted its Bitcoin accumulation strategy in Aug 2020. Has it run too far too fast?
tim@emorningcoffee.com
Nov 27, 202411 min read
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Does the "Trump rally" have legs?
Some stocks that clearly "track" President-elect Trump's varied campaign promises have rallied hard, including TSLA, BTC, COIN and KRE.
tim@emorningcoffee.com
Nov 12, 20245 min read
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Is the Crypto winter over?
BTC and its brethren have bounced back from early July lows, but is this edition of a crypto winter over? I take a look in this article.
tim@emorningcoffee.com
Jul 20, 202211 min read
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2022 so far: not a year to remember for investors!
2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?
tim@emorningcoffee.com
Jun 7, 20228 min read
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