tim@emorningcoffee.comJul 248 min readPortfolio update: 1H2024This is an update of my personal portfolio performance in 2Q2024 and 1H2024, good on the surface but worse than the indices would suggest.
tim@emorningcoffee.comJan 73 min readWeek ended Jan 5, 2024Sloppy start to the new year in most traditional asset markets. Credit also weakened, and the USD strengthened. Off we go!
tim@emorningcoffee.comJan 231 min readSome investment "thoughts" to start off the new year2023 was an amazing year for nearly all traditional asset classes around the world. Can this carry-on? This article covers my thoughts.
tim@emorningcoffee.comDec 22, 202210 min readPredicting stock prices: 2023The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!
tim@emorningcoffee.comSep 20, 20223 min read3,200? Possible but I hope not!This is an article based on correspondence with two readers, both coming to the same conclusion – the S&P 500 is going to drop further!
tim@emorningcoffee.comJun 7, 20228 min read2022 so far: not a year to remember for investors!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.comJan 12, 20223 min readFAMAG Stocks Still Matter.....A LotUpdate on the FAMAG stocks (+TSLA, NVDA), an amazing group of stocks. These cos are important contributors to the S&P 500.
tim@emorningcoffee.comJul 27, 20218 min readHow did we get here: US equities are expensiveWhy are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?
tim@emorningcoffee.comOct 31, 20208 min readWeek Ended Oct 30th and the Week AheadThis week will have one major focal point, and that is the US Presidential election on Tuesday.