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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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Portfolio update: 3Q2026
This article is an update of my personal portfolio as of Sept 30, 2026. My YtD portfolio return was 10.5%.

tim@emorningcoffee.com
1 day ago8 min read
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Portfolio update: 1Q2026
This is an update of my 1Q2026 portfolio performance. My all-in return was nil, which was not disappointing (to me at least) given the performance of assets prices in March, following the beginning of the US-Israel war against Iran.

tim@emorningcoffee.com
Apr 167 min read
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Portfolio update: 4Q2024 and full year
This article contains an update of my 2024 portfolio performance. My returns were decent but not as good as they should have been.

tim@emorningcoffee.com
Jan 22, 20257 min read
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Portfolio update: 1Q2024
This is an update about my personal portfolio during and at the end of 1Q2024. It also discusses performance which I consider disappointing.

tim@emorningcoffee.com
Apr 10, 20248 min read
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Corporate bonds: why you should care about this market
This is a primer on corporate bonds, investment grade & high yield. It also discusses the pandemic and its effect on the corp bond market.

tim@emorningcoffee.com
Feb 8, 202218 min read
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