tim@emorningcoffee.com
Week ended Sept 10 2021: US equities fade
US equities were weaker whilst equities in Japan and China were up sharply. Bitcoin was down 10%, USTs little changed. Rather quiet week.
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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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tim@emorningcoffee.com
Sep 7, 20218 min
A look back at returns during the pandemic
This article looks at asset returns across various equity indices (US and global) and other asset classes during the pandemic and longer.
400
tim@emorningcoffee.com
Aug 18, 20215 min
A look back during the pandemic: sector ETFs
ETF sector funds' performances since the pandemic provide an excellent historical context of shifting investor sentiment. What's next?
1230
tim@emorningcoffee.com
Aug 14, 20215 min
Week Ended Aug 13th 2021: Inflation runs hot, markets don't care
This is the E-MorningCoffee weekly update. Equities continued their steady march up whilst the UST market shrugged off CPI and PPI data.
320
tim@emorningcoffee.com
Aug 12, 20214 min
Wealth inequality and race
There is a wealth inequality issue in many countries around the world, including the US. This is exacerbated when considering race.
724
tim@emorningcoffee.com
Aug 7, 20214 min
Week Ended August 6th 2021: Strong US jobs report
Weekly update for the week ended Aug 6th 2021. USTs tank on Friday after strong jobs report, but US / global equities deliver a strong week,
210
tim@emorningcoffee.com
Aug 4, 20218 min
Alternatives when equities are super-expensive
US equities have reached record valuations. Does this matter? What can you do if you are concerned?
1221
tim@emorningcoffee.com
Jul 24, 20214 min
Week 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
411
tim@emorningcoffee.com
Jul 20, 20213 min
NVDA and stock splits
This 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.
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