tim@emorningcoffee.com
Week 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.
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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
Jul 24, 20214 min read
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
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tim@emorningcoffee.com
May 22, 20215 min read
Week Ended May 21st: Not a Crypto Week!
Equities mixed, yields flattish, but the action was mainly in cryptocurrencies which got hammered last week. BTC down 40% off intraday high
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tim@emorningcoffee.com
Apr 10, 20214 min read
Week Ended April 9th: "Back to the Future"
Update for this past week in equities, credit, and other assets. IMF projects growth, SPACs under pressure, bank earnings coming, etc.
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tim@emorningcoffee.com
Apr 3, 20213 min read
Week Ended April 2nd and the Week Ahead
The distractions of the tanker Ever Given blocking the Suez Canal and the forced liquidation of Archegos Capital Management gave way to
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tim@emorningcoffee.com
Mar 20, 20215 min read
Week Ended March 19th and the Week Ahead
This was certainly another eventful week as markets were all over the place, at least from mid-week on. Aside from ongoing volatility in...
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tim@emorningcoffee.com
Mar 13, 20215 min read
Week ended March 12th and the week ahead
Any and everything that screams “value”, or benefits from higher rates and a steeper yield curve (financials), or benefits from......
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tim@emorningcoffee.com
Mar 8, 20216 min read
"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.
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tim@emorningcoffee.com
Mar 6, 20215 min read
Week 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
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