tim@emorningcoffee.comMar 16, 202113 minSPAC's, the Rage of TodayWhat do Virgin Galactic, Nikola, DraftKings, Fisker and QuantumScape all have in common? They all went public by merging with a SPAC.
tim@emorningcoffee.comMar 13, 20215 minWeek ended March 12th and the week aheadAny and everything that screams “value”, or benefits from higher rates and a steeper yield curve (financials), or benefits from......
tim@emorningcoffee.comMar 11, 202112 minARK Invest and Cathie WoodARK ETFs have delivered outlandish returns vis-a-vis every index imaginable, and most other ETFs and asset managers. How and why?
tim@emorningcoffee.comMar 8, 20216 min"New Tech" / WFH Companies: Week 6 (DOCU & CRWD)All about Docusign (#DOCU) reporting Mar 11th and CrowdStirke (#CRWD) reporting Mar 16th, the last of the 22 high flyers.
tim@emorningcoffee.comMar 6, 20215 minWeek Ended March 5th and the Week Ahead It was all about US Treasury yields last week, which remained stubbornly high and increased further on better-than-expected US payroll data
tim@emorningcoffee.comMar 1, 202110 min"New Tech" / WFH Companies: Week 5In week 5 of the high flyers, I present four companies reporting earnings this week: Zoom, Lemonade, Snowflake and Sea Limited.
tim@emorningcoffee.comFeb 27, 20216 minWeek Ended Feb 26th and the Week AheadThis is the update of financial markets and key economic events that occurred last week in a highly volatile session, and what may be ahead
tim@emorningcoffee.comFeb 22, 202113 min"New Tech" / WFH Companies: Week 44th instalment of coverage of high flying companies, including Airbnb, DoorDash, Nvidia, Etsy, Teladoc and Square. Buyer beware!
tim@emorningcoffee.comFeb 15, 202110 min"New Tech" / WFH Companies: Week 3Covered this week are six high fliers: Appian, Fastly, Palantir, Roku, Shopify and Twilio