tim@emorningcoffee.comJan 23, 20215 minWeek Ended Jan 22, 2021 and the Week AheadWeekly update covering equities, credit and safe haven assets.
tim@emorningcoffee.comJan 16, 20215 minWeek Ended Jan 15th 2021 and the Week AheadNOTE TO READERS: Still working on format or weekly, bear with me. The Week Ahead Well as they say, “I still ain’t feelin’ it”. It’s...
tim@emorningcoffee.comJan 9, 20213 minWeek Ended Jan 8 2021 and the Week AheadI am trying a new format as the year begins for the emorningcoffee.com weekly update, consisting of more concise text and a more...
tim@emorningcoffee.comJan 4, 20218 minRecap of 2020 in the Global Financial Markets2020 was an amazing year in the financial markets, in that the trajectory and volatility of asset prices could have never been imagined...
tim@emorningcoffee.comJan 1, 20214 minHappy new year: 10 things you might want to know as 2020 endsThe S&P 500 was the best performer of these indices in 2020, nudging out he Nikkei 225 (Japan) and the MSCI EM index.
tim@emorningcoffee.comDec 19, 20209 minWeek Ended Dec 18 2020 and the Week Ahead....investors are looking out to the future, post-pandemic, even though equities arguably remain so richly priced....
tim@emorningcoffee.comDec 12, 20209 minWeek Ended Dec 11th 2020 and the Week AheadWith vaccines now beginning to be administered, I understand the long game, but I find myself very much stuck in the moment......
tim@emorningcoffee.comDec 5, 20208 minWeek Ended Dec 4th and the Week AheadCan this one directional market go on forever? Probably not, but what’s to stop it?
tim@emorningcoffee.comNov 28, 20207 minWeek Ended Nov 27th 2020 and the Week AheadMaybe it’s the time of year, or maybe it’s just a sneaking suspicion that things aren’t nearly as good as some investors think.