tim@emorningcoffee.comMar 304 minWeek ended March 29, 2024: end of a strong first quarterMarkets ended the last week of the first quarter strongly. Many assets reached record highs in the 1Q24: US, Japanese and European equities
tim@emorningcoffee.comNov 25, 20235 minWeek ended Nov 24, 2023: equities grind higherAlthough the advance in equities slowed, it certainly did not stop even as yields pushed higher off of better-than-expected PMI data.
tim@emorningcoffee.comAug 2, 20234 minWrong (so far)....but the Street has been, tooSeven months into the year, many of my Y/E forecasts for indices and other assets look like they will be wrong. I am in good company!
tim@emorningcoffee.comFeb 14, 20237 minStocks - 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.comJan 5, 20233 minMy 2023 year-end guesses The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.
tim@emorningcoffee.comDec 22, 202210 minPredicting stock prices: 2023The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!
tim@emorningcoffee.comSep 22, 20226 minTesla: as resilient as everLove it or hate it, the fact is that Tesla's stock performance has left nearly all peers – tech and automotive – in the dust. Now what?
tim@emorningcoffee.comJan 27, 202210 minBuy the Dip or Sell the Rip?Given the poor performance of equities so far this year, I wanted to take a quick high level look at valuations of a number of stocks...
tim@emorningcoffee.comNov 8, 20218 minEnjoy these stocks if you own them; tread carefully if you don’tThis article looks at recent performance of and valuation metrics of the FAMAG stocks and four others: SHOP, NVDA, TSLA and NFLX.