top of page
Home: Welcome
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.
Search
"Worst economy ever"? Not even close!
Inspired by Mr Trump's false claims that he inherited the "worst economy ever", this article looks at administrations' economic performance.
tim@emorningcoffee.com
Feb 266 min read
137
0
The US election: things you should know
Here are a few last-minute thoughts on the US election which will be held on Tuesday, Nov 5. A lot is at stake, but Weds, the world goes on
tim@emorningcoffee.com
Nov 3, 20244 min read
50
0
Spending your retirement savings
I wrote about portfolio allocation pre-retirement a few weeks ago. This article is about “sizing” your drawdowns after you retire.
tim@emorningcoffee.com
Dec 7, 20238 min read
288
0
Guns or butter?
"Guns or butter" is a macroeconomic concept regarding govt budget allocation, but this article is about similar consumer decisions.
tim@emorningcoffee.com
Sep 20, 20235 min read
75
0
BIPs, RIPs and CHIPs
Get ready for the next FOMC meeting and a market rip following the debt ceiling agreement. Want to better understand semiconductors?
tim@emorningcoffee.com
May 30, 20233 min read
72
0
Decisions, decisions, decisions: inflation and consumer preferences
Headline inflation might be on the way down, but it is declining very slowly in the US and the EU, and remains in double-digits in the...
tim@emorningcoffee.com
May 2, 20236 min read
49
0
Stocks - do they always go up?
Stocks do not always go up over shorter periods, but they do over longer periods. This article provides empirical support, see for yourself
tim@emorningcoffee.com
Feb 14, 20237 min read
205
0
The Federal Reserve and the Decade of 2010-2020
The decade 2010-20 involved a very hands-on approach by the Fed to steer the US economy out of a deep recession. What lessons can be learnt
tim@emorningcoffee.com
May 10, 202214 min read
264
0
About that transitory inflation........
I continue to believe that inflation will be transitory, but supply-push inflation will cause inflation to be higher longer.
tim@emorningcoffee.com
Oct 8, 20214 min read
78
0
Home: Blog2
bottom of page