tim@emorningcoffee.comAug 2, 20234 min readWrong (so far)....but the Street has been, tooSeven 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.comJan 5, 20233 min readMy 2023 year-end guesses The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.
tim@emorningcoffee.comNov 19, 20226 min readWEEKLY: Fed “talking heads” pour cold water on rallyThe week could have been worse thanks to the talking heads from the Fed, but Friday saved the day. Yield curve steepens, oil prices plummet
tim@emorningcoffee.comOct 15, 20226 min readWeek ended Oct 14, 2022The Truss government takes a U-Turn and throws Kwarteng under the bus, and US equities experience unusual volatility following hot CPI.
tim@emorningcoffee.comOct 1, 20226 min readWeek Ended Sept 30th, 2022The week, month and quarter was simply a disaster for both equity and bond investors globally, there was simply nowhere to hide except cash.
tim@emorningcoffee.comSep 24, 20227 min readWeek ended Sept 23rd 2022It was a horrific week brought on by central banks doing exactly what they said they were going to do. Reality is setting in and its painful
