tim@emorningcoffee.comAug 4, 20218 minAlternatives when equities are super-expensiveUS equities have reached record valuations. Does this matter? What can you do if you are concerned?
tim@emorningcoffee.comJul 27, 20218 minHow did we get here: US equities are expensiveWhy are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?
tim@emorningcoffee.comJul 20, 20213 minNVDA and stock splitsThis article looks at the performance of #NVDA, which is doing a 4-1 stock split announced in May. NVDA is compared to #AAPL and #TSLA.
tim@emorningcoffee.comJul 7, 20217 minTech stocks continue to shine: a look back at 1H21This article looks at how three groupings of tech stocks have performed vis-a-vis two broad indices and two "reopening" ETFs, focus on 1H21
tim@emorningcoffee.comJun 9, 20217 minAMC: The Latest Meme StockAMC Entertainment (NYSE: AMC) is one of the so-called meme stocks that have dominated the financial news flow for much of the year. Last...
tim@emorningcoffee.comMay 29, 20214 minVolatility Settles, Asset Markets Steady but Better: Week Ended May 28thAfter a couple of weeks characterised by high volatility and slow starts / strong finishes, this past week was void of nearly as much drama.
tim@emorningcoffee.comMay 22, 20215 minWeek Ended May 21st: Not a Crypto Week!Equities mixed, yields flattish, but the action was mainly in cryptocurrencies which got hammered last week. BTC down 40% off intraday high
tim@emorningcoffee.comMay 18, 20218 minARK Invest: Digging DeeperThis is a follow-up to the article I wrote on ARK Invest in March, because a lot has changed since then that have affected the ARK ETFs
tim@emorningcoffee.comMay 8, 20215 minWeek Ended May 7th and the Week AheadEuropean equity markets performed nicely last week, whilst there was heightened volatility in US equity markets. USTs, gold, oil gained.