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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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Week ended March 12th and the week ahead
Any and everything that screams “value”, or benefits from higher rates and a steeper yield curve (financials), or benefits from......
tim@emorningcoffee.com
Mar 13, 20215 min read
ARK Invest and Cathie Wood
ARK ETFs have delivered outlandish returns vis-a-vis every index imaginable, and most other ETFs and asset managers. How and why?
tim@emorningcoffee.com
Mar 11, 202112 min read
"New Tech" / WFH Companies: Week 6 (DOCU & CRWD)
All about Docusign (#DOCU) reporting Mar 11th and CrowdStirke (#CRWD) reporting Mar 16th, the last of the 22 high flyers.
tim@emorningcoffee.com
Mar 8, 20216 min read
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
Results: Week 5 "New Tech" / WFH Companies
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
"New Tech" / WFH Companies: Week 5
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
Week Ended Feb 26th and the Week Ahead
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
"New Tech" / WFH Companies: Week 4
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
"New Tech" / WFH Companies: Week 3
Covered this week are six high fliers: Appian, Fastly, Palantir, Roku, Shopify and Twilio
tim@emorningcoffee.com
Feb 15, 202110 min read
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