tim@emorningcoffee.com
WEEKLY: Much ado about nothing
Earnings season ended and data was sparse. Equities rallied, gaining in the US for the first time in 4 weeks. Bond yields rose.
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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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tim@emorningcoffee.com
- Feb 25
- 4 min
WEEKLY: Inflation, inflation, inflation!
Inflation data weighed on markets again this week, with the S&P 500 declining for the 3rd consecutive week and UST yields pushing higher.
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tim@emorningcoffee.com
- Feb 23
- 7 min
The Great Reveal
Since I write a lot about markets and macroeconomic topics, it is only fair that I talk about my own investment portfolio.
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tim@emorningcoffee.com
- Feb 14
- 7 min
Stocks - do they always go up?
Stocks do not always go up over shorter periods, but they do over longer periods. This article provides empirical support, see for yourself
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tim@emorningcoffee.com
- Jan 7
- 3 min
US labour report stokes late-week rally (weekly update)
US markets started the year poorly, but a balanced NFP report for Dec, released Friday, cheered investors. European equities even stronger.
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tim@emorningcoffee.com
- Jan 5
- 3 min
My 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.
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tim@emorningcoffee.com
- Dec 22, 2022
- 10 min
Predicting stock prices: 2023
The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!
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tim@emorningcoffee.com
- Dec 3, 2022
- 5 min
WEEKLY: Didn't see that coming!
The good news is that Nov was a terrific and positive month for stocks and bonds. The bad news is inflation won't go away. Read on....
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tim@emorningcoffee.com
- Oct 8, 2022
- 7 min
Week ended Oct 7 2022
Markets were up on bad economic news, and then faltered on good economic news. The narrative of a Fed pivot won't go away.
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