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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 Jan 2, 2026: welcome to the new year!
The last two weeks were rather uneventful, so this is a quick summary of price performance in 2025, and a look ahead to 2026. Are we in a bubble and don't know it?

tim@emorningcoffee.com
Jan 43 min read
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Portfolio update: 1Q2025
The first quarter was actually quite decent for me, although the start to April has been horrible since there is nowhere to hide.

tim@emorningcoffee.com
Apr 9, 20256 min read
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Musings to start the week
Down we go in a self-inflicted mess caused by Mr Trump's errant tariff policy. I talk about trade and budget deficits, and the week ahead.

tim@emorningcoffee.com
Apr 7, 20255 min read
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Revisiting gold as an asset class
This is a guest post about gold, penned by online investment firm BullionVault. Gold has just pierced $2,100/oz, reaching a record high.

tim@emorningcoffee.com
Mar 5, 20244 min read
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The Great Reveal
Since I write a lot about markets and macroeconomic topics, it is only fair that I talk about my own investment portfolio.

tim@emorningcoffee.com
Feb 23, 20237 min read
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Stocks - do they always go up?
Stocks do not always go up over shorter periods, but they do over longer periods. This article provides empirical support, see for yourself

tim@emorningcoffee.com
Feb 14, 20237 min read
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