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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.

tim@emorningcoffee.com

The great reveal: 1H2023 update

This article is an update to an article I penned in February regarding my personal portfolio. For me, it's painful reading!

tim@emorningcoffee.com

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.

tim@emorningcoffee.com

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

tim@emorningcoffee.com

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.

tim@emorningcoffee.com

Predicting stock prices: 2023

The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!

tim@emorningcoffee.com

Tesla: as resilient as ever

Love it or hate it, the fact is that Tesla's stock performance has left nearly all peers – tech and automotive – in the dust. Now what?

tim@emorningcoffee.com

3,200? 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.com

Buy the Dip or Sell the Rip?

Given the poor performance of equities so far this year, I wanted to take a quick high level look at valuations of a number of stocks...

tim@emorningcoffee.com

Enjoy these stocks if you own them; tread carefully if you don’t

This article looks at recent performance of and valuation metrics of the FAMAG stocks and four others: SHOP, NVDA, TSLA and NFLX.

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