tim@emorningcoffee.comJun 12, 20213 minWeek Ended June 11th: Focus on ECB Decision and May CPIWeekly update, attention focused on ECB policy and US May CPI. Markets reacted well, but look bored - meme stocks and crypto vol dominate.
tim@emorningcoffee.comApr 15, 20218 minCoinbase: Cryptos Gain SteamCoinbase listed on Weds via an innovative direct listing. It is an interesting company with a super-rich valuation, cryptocurrency-focused.
tim@emorningcoffee.comApr 10, 20214 minWeek Ended April 9th: "Back to the Future"Update for this past week in equities, credit, and other assets. IMF projects growth, SPACs under pressure, bank earnings coming, etc.
tim@emorningcoffee.comMar 16, 202113 minSPAC's, the Rage of TodayWhat do Virgin Galactic, Nikola, DraftKings, Fisker and QuantumScape all have in common? They all went public by merging with a SPAC.
