tim@emorningcoffee.comFeb 5, 20228 min readWeek ended February 4th 2022Equities ended up thanks to GOOG and AMZN, and to a strong jobs report on Friday. The BoE raised its Bank Rate, and the ECB stood still.
tim@emorningcoffee.comJan 22, 20227 min readWeek ended January 21st, 2022This is a update of the 3rd week of 2022, another highly volatile and unsettling week covering global equities, govt bonds and other assets.
tim@emorningcoffee.comJan 9, 20225 min readWeek Ended January 7th 2022It was a shaky start to 2022, with both equities and bonds getting hammered as sentiment soured and the Fed's hawkish tilt gained momentum.
tim@emorningcoffee.comJan 1, 20225 min readWeek ended December 31, 2021This is the year-end weekly update, and what a year it was! Nearly everything worked as far as risk assets. But what does 2022 bestow?
tim@emorningcoffee.comDec 11, 20217 min readWeek ended December 10th 2021What a difference a few days make! We are solidly risk-on now, as conviction increased throughout the week. Equities had strong returns.
tim@emorningcoffee.comNov 27, 20217 min readWeek Ended November 26th, 2021This week was all about Friday, as global equities were hammered after news of the new COVID variant. It was squarely risk-off in markets.
tim@emorningcoffee.comNov 19, 20216 min readWeek Ended November 19th, 2021Weekly update for the past week, ended Nov 19th 2021. Bitcoin and oil were the big losers, with stocks mixed but showed modest gains.
tim@emorningcoffee.comOct 22, 20216 min readWeek Ended October 22, 2021This week did not have a lot of economic news, but a combination of earnings, the first Bitcoin ETF and two interesting SPACs featured.
tim@emorningcoffee.comOct 12, 20212 min readWhere we are.....what to do?What are your assumptions about the current economic parameters affecting investors? Which investments make sense and which do not?