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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.

First half 2025: indices and market update

This article contains tables and commentary regarding the rather volatile but ultimately positive first half of 2025.

tim@emorningcoffee.com

Jul 46 min read

This article contains a summary of full-year 2024 performance of the indices and assets tracked by EMC, plus historical data, too.

tim@emorningcoffee.com

Jan 31 min read

Seven months into the year, many of my Y/E forecasts for indices and other assets look like they will be wrong. I am in good company!

tim@emorningcoffee.com

Aug 2, 20234 min read

This past weekend, OPEC+ jumped back into action to address falling oil prices by curtailing supply. In fact, as we now have learned, it...

tim@emorningcoffee.com

Jun 6, 20234 min read

The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.

tim@emorningcoffee.com

Jan 5, 20233 min read

It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.

tim@emorningcoffee.com

Dec 31, 20223 min read

Windfall taxes are economically stupid, which might be why politicians seem to like the idea so much. Banks and energy companies are at risk

tim@emorningcoffee.com

Nov 8, 20227 min read

Saudi Aramco did a much-watched IPO in Dec 2019. This article looks at the performance of the shares since the IPO (and other IOCs).

tim@emorningcoffee.com

Aug 30, 20229 min read

2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?

tim@emorningcoffee.com

Jun 7, 20228 min read

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