tim@emorningcoffee.comApr 295 minWeek ended April 28, 2023: Big tech serves up the numbersThis week was about big tech earnings, which did not disappoint, and economic data, which suggested a slowing economy but stubborn inflation
tim@emorningcoffee.comApr 54 minS&P 500 1Q2023: Tech stars dominate (again)Tech companies drove the 7% return of the S&P 500 in the 1Q23. Without the "magnificent seven", the index would have been flattish.
tim@emorningcoffee.comJan 303 minMusings to start the weekAs we kick off the week with what looks like will be a weak opening in US stock and bond markets following weakness in Asian and European...
tim@emorningcoffee.comJan 284 minWEEKLY: Risk assets head to the moon!We are going "to the moon" across risk assets of all types. Can this continue? I'm not convinced but it's been a great start to 2023!
tim@emorningcoffee.comJan 232 minFAMAG (+TSLA) quarterly earnings: everything you need to knowThe five mega-tech FAMAG names start reporting their quarterly earnings ended Dec 30th, 2022, this week. I also included TSLA.
tim@emorningcoffee.comJul 26, 20226 minFAMAG earnings: investors on edgeThis is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.
