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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

Mar 188 min read

Anti-obesity medications: part 3, valuations of LLY and NVO

This is the 3rd and final article focused on anti-obesity drugs. It looks at valuations of shares of the two giants in this biz, LLY & NVO.

tim@emorningcoffee.com

Jul 22, 20234 min read

Week ended July 21, 2023: TSLA and NFLX drive sentiment

It's fair to say that disappointing results from Netflix and Tesla stopped the market in its tracks, although UK CPI was better.

tim@emorningcoffee.com

Apr 29, 20235 min read

Week ended April 28, 2023: Big tech serves up the numbers

This week was about big tech earnings, which did not disappoint, and economic data, which suggested a slowing economy but stubborn inflation

tim@emorningcoffee.com

Jul 26, 20226 min read

FAMAG earnings: investors on edge

This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.

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