tim@emorningcoffee.com2 days ago6 minWeek ended Sept 22, 2023: Central bank trifecta, recent IPOsThe central bank trifecta this week unfolded largely as expected. US bonds and equities puked on the Fed's "higher for longer".
tim@emorningcoffee.comSep 104 minWeek ended Sept 8 2023: stocks and bonds sag (again)Stocks and bonds sagged again this week, as overall sentiment remains fragile. Apple and corporate bond supply might have been culprits too
tim@emorningcoffee.comAug 24 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 147 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 53 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.