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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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First quarter 2025 review of markets
The 1Q2025 is in the bag, not an easy quarter. US stocks performed poorly, but gold and European stocks did well. Treasuries also did ok.
tim@emorningcoffee.com
Mar 312 min read
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Week ended March 14, 2025: markets volatile (again)
The sell-off in global equities is getting more painful, as investors continue to shun risk and pile into safe haven assets. What makes...
tim@emorningcoffee.com
Mar 155 min read
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Week ended Feb 14, 2025: markets slightly better
Inflation continues to confound, although investors largely shook it off. Market volatility remains elevated but stocks better WoW.
tim@emorningcoffee.com
Feb 154 min read
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Summary of 2024 in tables
This article contains a summary of full-year 2024 performance of the indices and assets tracked by EMC, plus historical data, too.
tim@emorningcoffee.com
Jan 31 min read
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Week ended Oct 25, 2024: yields push higher
Both equity and bond markets lost ground last week, although Chinese stocks were positive as well the NASDAQ following TSLA earnings.
tim@emorningcoffee.com
Oct 26, 20245 min read
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Revisiting gold as an asset class
This is a guest post about gold, penned by online investment firm BullionVault. Gold has just pierced $2,100/oz, reaching a record high.
tim@emorningcoffee.com
Mar 5, 20244 min read
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The Great Reveal
Since I write a lot about markets and macroeconomic topics, it is only fair that I talk about my own investment portfolio.
tim@emorningcoffee.com
Feb 23, 20237 min read
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My 2023 year-end guesses
The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.
tim@emorningcoffee.com
Jan 5, 20233 min read
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2022 so far: not a year to remember for investors!
2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?
tim@emorningcoffee.com
Jun 7, 20228 min read
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