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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.

Week Ended March 5th and the Week Ahead

It was all about US Treasury yields last week, which remained stubbornly high and increased further on better-than-expected US payroll data

tim@emorningcoffee.com

Mar 6, 20215 min read

The four companies featured in Week 5 "New Tech"/ WFH Companies" have reported, and this is the update including ZM, LMDN, SE and SNOW.

tim@emorningcoffee.com

Mar 5, 20214 min read

In week 5 of the high flyers, I present four companies reporting earnings this week: Zoom, Lemonade, Snowflake and Sea Limited.

tim@emorningcoffee.com

Mar 1, 202110 min read

This is the update of financial markets and key economic events that occurred last week in a highly volatile session, and what may be ahead

tim@emorningcoffee.com

Feb 27, 20216 min read

4th instalment of coverage of high flying companies, including Airbnb, DoorDash, Nvidia, Etsy, Teladoc and Square. Buyer beware!

tim@emorningcoffee.com

Feb 22, 202113 min read

Covered this week are six high fliers: Appian, Fastly, Palantir, Roku, Shopify and Twilio

tim@emorningcoffee.com

Feb 15, 202110 min read

In one way or another, all [21] of these companies tend to be disrupters and many have benefited from the pandemic.

tim@emorningcoffee.com

Feb 8, 20217 min read

DISCLAIMER: Below are my opinions on three stocks: MTCH, PTON and PINS. I am not a research analyst or a registered investment advisor,...

tim@emorningcoffee.com

Feb 1, 20219 min read

Global equity markets ended down this week between 3% and 4% almost across the board, with further risk remaining on the downside.

tim@emorningcoffee.com

Jan 30, 20215 min read

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