tim@emorningcoffee.comOct 16, 20213 minWeek Ended October 15th, 2021: Goldilocks is back! What a week! Equities bounce back with a vengeance as a combination of neural-to-good economic news and strong bank earnings are catalysts.
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.comApr 3, 20213 minWeek Ended April 2nd and the Week AheadThe distractions of the tanker Ever Given blocking the Suez Canal and the forced liquidation of Archegos Capital Management gave way to
tim@emorningcoffee.comMar 20, 20215 minWeek Ended March 19th and the Week AheadThis was certainly another eventful week as markets were all over the place, at least from mid-week on. Aside from ongoing volatility in...
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