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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.

tim@emorningcoffee.com

Week Ended Jan 22, 2021 and the Week Ahead

Weekly update covering equities, credit and safe haven assets.

tim@emorningcoffee.com

Week Ended Jan 15th 2021 and the Week Ahead

NOTE TO READERS: Still working on format or weekly, bear with me. The Week Ahead Well as they say, “I still ain’t feelin’ it”. It’s...

tim@emorningcoffee.com

Week Ended Jan 8 2021 and the Week Ahead

I am trying a new format as the year begins for the emorningcoffee.com weekly update, consisting of more concise text and a more...

tim@emorningcoffee.com

Recap of 2020 in the Global Financial Markets

2020 was an amazing year in the financial markets, in that the trajectory and volatility of asset prices could have never been imagined...

tim@emorningcoffee.com

Happy new year: 10 things you might want to know as 2020 ends

The S&P 500 was the best performer of these indices in 2020, nudging out he Nikkei 225 (Japan) and the MSCI EM index.

tim@emorningcoffee.com

Week Ended Dec 18 2020 and the Week Ahead

....investors are looking out to the future, post-pandemic, even though equities arguably remain so richly priced....

tim@emorningcoffee.com

Week Ended Dec 11th 2020 and the Week Ahead

With vaccines now beginning to be administered, I understand the long game, but I find myself very much stuck in the moment......

tim@emorningcoffee.com

Week Ended Dec 4th and the Week Ahead

Can this one directional market go on forever? Probably not, but what’s to stop it?

tim@emorningcoffee.com

Week Ended Nov 27th 2020 and the Week Ahead

Maybe it’s the time of year, or maybe it’s just a sneaking suspicion that things aren’t nearly as good as some investors think.

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