tim@emorningcoffee.comFeb 36 minWeek ended Feb 2, 2024: Earnings, Fed and US jobsLast week dominated by five "Mag 7" companies that reported earnings (mixed bag), Fed and BoE monetary policy meetings, and economic data.
tim@emorningcoffee.comApr 30, 20228 minWeek ended April 29th, 2022Sentiment started poorly, stabilised and then tanked, driven generally by earnings with Amazon being a key (negative) driver.
tim@emorningcoffee.comJan 12, 20223 minFAMAG Stocks Still Matter.....A LotUpdate on the FAMAG stocks (+TSLA, NVDA), an amazing group of stocks. These cos are important contributors to the S&P 500.
tim@emorningcoffee.comApr 8, 20217 minRevisiting the High FlyersThis article revisits 22 high flyers of which nearly all analysts' consensus revs and EPS in most recent quarter but are off their highs.
