bonds | E-Morning Coffee

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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.

tim@emorningcoffee.com

5 days ago5 min read

Week ended Jan 10, 2025: markets under pressure

Stock and bond markets felt fragile all week. The US Dec jobs report caused investments to gap down in price to end a difficult week.

tim@emorningcoffee.com

Jan 813 min read

Better late than never, in that this article is about my views on American exceptionalism, both economically and as far as US stocks.

tim@emorningcoffee.com

Jan 52 min read

We start 2025 with a mixed picture, not surprising in that the new year consisted of a holiday week. Friday was better in US stocks.

tim@emorningcoffee.com

Dec 31, 20248 min read

I "guessed" at how markets would perform in 2024 last year at this time. Some I got right, some I got wrong, not different from the pros.

tim@emorningcoffee.com

Dec 21, 20245 min read

Confident that another stellar year for U.S. stocks was coming to a close, investors were jolted from their complacency when the Federal...

tim@emorningcoffee.com

Jul 24, 20248 min read

This is an update of my personal portfolio performance in 2Q2024 and 1H2024, good on the surface but worse than the indices would suggest.

tim@emorningcoffee.com

Jul 20, 20237 min read

This article is an update to an article I penned in February regarding my personal portfolio. For me, it's painful reading!

tim@emorningcoffee.com

Dec 31, 20223 min read

It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.

tim@emorningcoffee.com

Feb 8, 202218 min read

This is a primer on corporate bonds, investment grade & high yield. It also discusses the pandemic and its effect on the corp bond market.

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