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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 November 14, 2025: US government reopens
The U.S. government reopened this week although – coincidentally or not – U.S. equities swooned. The issue remains full-on valuations of U.S. stocks coupled with growing concerns with the enormous amounts of A.I. spend being put forward by many tech companies.

tim@emorningcoffee.com
Nov 156 min read
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The US election aftermath: the morning after
This article is short and covers the blowout results and reasons, what Trump 2.0 means for investors, and Mr Trump's promises.

tim@emorningcoffee.com
Nov 7, 20243 min read
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Three key election issues: immigration, inflation and abortion
There are many important issues in the US Presidential election, but none more so perhaps than immigration, inflation, and abortion.

tim@emorningcoffee.com
Sep 25, 202410 min read
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The Virginia Gubernatorial Election
Democratic majorities in Congress look fleeting following Mr Youngkin's (R) surprise win in blue state of VA on Tuesday.

tim@emorningcoffee.com
Nov 4, 20214 min read
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The Next Round of Fiscal Stimulus (US)
A $1.9 trillion third mega-round of fiscal stimulus in the US is pending, and it will have long-term and far-reaching economic effects.

tim@emorningcoffee.com
Feb 26, 202114 min read
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