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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.
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Week Ended Jan 22, 2021 and the Week Ahead
Weekly update covering equities, credit and safe haven assets.
tim@emorningcoffee.com
Jan 23, 20215 min read
FAANG+M Stocks: More of the Same
FAANG+M still performing, and performing strongly even if not as "sexy" as many new tech momentum names. Check out this update.
tim@emorningcoffee.com
Jan 21, 20216 min read
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
Jan 16, 20215 min read
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
Jan 9, 20213 min read
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
Jan 4, 20218 min read
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
Jan 1, 20214 min read
IPOs and the story of DoorDash and AirBnB
s it possible that DoorDash (market cap of $55.6 billion) is worth more than Dominos and Chipotle combined?
tim@emorningcoffee.com
Dec 15, 202011 min read
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
Dec 12, 20209 min read
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
Dec 5, 20208 min read
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