tim@emorningcoffee.comOct 16, 20213 minWeek Ended October 15th, 2021: Goldilocks is back! What a week! Equities bounce back with a vengeance as a combination of neural-to-good economic news and strong bank earnings are catalysts.
tim@emorningcoffee.comMar 16, 202113 minSPAC's, the Rage of TodayWhat do Virgin Galactic, Nikola, DraftKings, Fisker and QuantumScape all have in common? They all went public by merging with a SPAC.
tim@emorningcoffee.comMar 13, 20215 minWeek ended March 12th and the week aheadAny and everything that screams “value”, or benefits from higher rates and a steeper yield curve (financials), or benefits from......
tim@emorningcoffee.comMar 11, 202112 minARK Invest and Cathie WoodARK ETFs have delivered outlandish returns vis-a-vis every index imaginable, and most other ETFs and asset managers. How and why?
tim@emorningcoffee.comMar 6, 20215 minWeek Ended March 5th and the Week Ahead It was all about US Treasury yields last week, which remained stubbornly high and increased further on better-than-expected US payroll data
tim@emorningcoffee.comMar 1, 202110 min"New Tech" / WFH Companies: Week 5In week 5 of the high flyers, I present four companies reporting earnings this week: Zoom, Lemonade, Snowflake and Sea Limited.
tim@emorningcoffee.comFeb 13, 20215 minWeek Ended Feb 12th 2021 and the Week AheadThis past week was more lacklustre than the two weeks before, although the outcome was a slightly more subdued version of the same....
tim@emorningcoffee.comJan 30, 20215 minWeek Ended Jan 29th 2021 and the Week AheadGlobal equity markets ended down this week between 3% and 4% almost across the board, with further risk remaining on the downside.
tim@emorningcoffee.comJan 9, 20213 minWeek Ended Jan 8 2021 and the Week AheadI am trying a new format as the year begins for the emorningcoffee.com weekly update, consisting of more concise text and a more...