tim@emorningcoffee.comAug 7, 20214 minWeek Ended August 6th 2021: Strong US jobs reportWeekly update for the week ended Aug 6th 2021. USTs tank on Friday after strong jobs report, but US / global equities deliver a strong week,
tim@emorningcoffee.comAug 4, 20218 minAlternatives when equities are super-expensiveUS equities have reached record valuations. Does this matter? What can you do if you are concerned?
tim@emorningcoffee.comJul 7, 20217 minTech stocks continue to shine: a look back at 1H21This article looks at how three groupings of tech stocks have performed vis-a-vis two broad indices and two "reopening" ETFs, focus on 1H21
tim@emorningcoffee.comJun 9, 20217 minAMC: The Latest Meme StockAMC Entertainment (NYSE: AMC) is one of the so-called meme stocks that have dominated the financial news flow for much of the year. Last...
tim@emorningcoffee.comMay 29, 20214 minVolatility Settles, Asset Markets Steady but Better: Week Ended May 28thAfter a couple of weeks characterised by high volatility and slow starts / strong finishes, this past week was void of nearly as much drama.
tim@emorningcoffee.comMay 22, 20215 minWeek Ended May 21st: Not a Crypto Week!Equities mixed, yields flattish, but the action was mainly in cryptocurrencies which got hammered last week. BTC down 40% off intraday high
tim@emorningcoffee.comMay 15, 20215 minWeek Ended May 14th: Volatility, Inflation back in FocusVolatile and inflation were back in focus, as markets wobbled this past week. Read more in "Week Ended May 14th".
tim@emorningcoffee.comMay 8, 20215 minWeek Ended May 7th and the Week AheadEuropean equity markets performed nicely last week, whilst there was heightened volatility in US equity markets. USTs, gold, oil gained.
tim@emorningcoffee.comMay 1, 20214 minWeek Ended April 30 and the Week AheadThis week was mainly about earnings as 180 of the S&P 500 companies reported their quarterly results. In summary, earnings were solid.