tim@emorningcoffee.com5 days ago8 minWeek ended April 19, 2024: not a good week!It was another challenging week for both stocks and bonds, with the sell-off in equities gaining steam as tech stocks flounder.
tim@emorningcoffee.comMar 304 minWeek ended March 29, 2024: end of a strong first quarterMarkets ended the last week of the first quarter strongly. Many assets reached record highs in the 1Q24: US, Japanese and European equities
tim@emorningcoffee.comMar 17 minWeek ended March 1, 2024More of the same, as risk-on sentiment pushes US equity markets to record highs. Bitcoin is soaring, too. Economic data remains supportive
tim@emorningcoffee.comFeb 175 minWeek ended Feb 16th, 2024: economic data drives marketsUS inflation for January was hot, pushing equities bond bonds lower. International equities performed better. UK and Japan in recession.
tim@emorningcoffee.comFeb 105 minWeek ended Feb 9th, 2024: S&P 500 closes above 5,000Memes are dead I suppose, but not meme-like price performance. And yawn – the S&P 500 reaches ANOTHER record high while bonds get hammered.
tim@emorningcoffee.comJan 134 minWeek ended January 12, 2024: focus on Bitcoin ETFsLast week was about US inflation data and the approval of Bitcoin ETFs. CPI was slightly hot, and PPI was weak, sending yields lower.
tim@emorningcoffee.comJan 73 minWeek ended Jan 5, 2024Sloppy start to the new year in most traditional asset markets. Credit also weakened, and the USD strengthened. Off we go!
tim@emorningcoffee.comDec 9, 20236 minWeek ended Dec 8, 2023: eyes on central bank policy meetingsIt was a week of mixed economic news in the US, with a strong labor market clobbering the short end of the UST curve. Equities didn't care.
tim@emorningcoffee.comNov 8, 20218 minEnjoy these stocks if you own them; tread carefully if you don’tThis article looks at recent performance of and valuation metrics of the FAMAG stocks and four others: SHOP, NVDA, TSLA and NFLX.