tim@emorningcoffee.comAug 26, 20236 minWeek ended Aug 25th 2023: Nvidia, Jackson Hole and real interest ratesRather uneventful week in markets although equities generally better and yields a touch wider. Focus was on Jackson Hole, NVDA and rates.
tim@emorningcoffee.comAug 20, 20235 minWeek ended August 18, 2023: China and USTs steal thunderThis week was quiet although the slow drift lower for equities and bonds continued. China's economy and higher UST yields were the focus.
tim@emorningcoffee.comMay 27, 20235 minWeek ended May 26, 2023: Feeling fragileDebt ceiling drags on, Nvidia clobbers their earnings, and UK inflation rages. Still, equities power forward led by US tech and Japan.
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.comFeb 22, 202113 min"New Tech" / WFH Companies: Week 44th instalment of coverage of high flying companies, including Airbnb, DoorDash, Nvidia, Etsy, Teladoc and Square. Buyer beware!