tim@emorningcoffee.comAug 14, 20215 minWeek Ended Aug 13th 2021: Inflation runs hot, markets don't careThis is the E-MorningCoffee weekly update. Equities continued their steady march up whilst the UST market shrugged off CPI and PPI data.
tim@emorningcoffee.comAug 12, 20214 minWealth inequality and raceThere is a wealth inequality issue in many countries around the world, including the US. This is exacerbated when considering race.
tim@emorningcoffee.comAug 7, 20214 minWeek Ended August 6th 2021: Strong US jobs reportWeekly update for the week ended Aug 6th 2021. USTs tank on Friday after strong jobs report, but US / global equities deliver a strong week,
tim@emorningcoffee.comAug 4, 20218 minAlternatives when equities are super-expensiveUS equities have reached record valuations. Does this matter? What can you do if you are concerned?
tim@emorningcoffee.comJul 24, 20214 minWeek Ended July 23, 2021: "Buy the Dip"Week ended July 23 2021. After a dismal start on Monday, investors put aside economic and pandemic concerns as S&P 500 earnings were strong
tim@emorningcoffee.comJul 20, 20213 minNVDA and stock splitsThis article looks at the performance of #NVDA, which is doing a 4-1 stock split announced in May. NVDA is compared to #AAPL and #TSLA.
tim@emorningcoffee.comJul 7, 20217 minTech stocks continue to shine: a look back at 1H21This article looks at how three groupings of tech stocks have performed vis-a-vis two broad indices and two "reopening" ETFs, focus on 1H21
tim@emorningcoffee.comJun 9, 20217 minAMC: The Latest Meme StockAMC Entertainment (NYSE: AMC) is one of the so-called meme stocks that have dominated the financial news flow for much of the year. Last...
tim@emorningcoffee.comMay 29, 20214 minVolatility Settles, Asset Markets Steady but Better: Week Ended May 28thAfter a couple of weeks characterised by high volatility and slow starts / strong finishes, this past week was void of nearly as much drama.