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.
tim@emorningcoffee.comApr 17, 20214 minWeek ended April 16th: Banks & CoinbaseUS equity markets hit new records and the UST market stabilised. Economics news was robust. Banks released earnings, Coinbase listed.
tim@emorningcoffee.comApr 10, 20214 minWeek Ended April 9th: "Back to the Future"Update for this past week in equities, credit, and other assets. IMF projects growth, SPACs under pressure, bank earnings coming, etc.
tim@emorningcoffee.comMar 20, 20215 minWeek Ended March 19th and the Week AheadThis was certainly another eventful week as markets were all over the place, at least from mid-week on. Aside from ongoing volatility in...
tim@emorningcoffee.comMar 16, 202113 minSPAC's, the Rage of TodayWhat do Virgin Galactic, Nikola, DraftKings, Fisker and QuantumScape all have in common? They all went public by merging with a SPAC.
tim@emorningcoffee.comMar 13, 20215 minWeek ended March 12th and the week aheadAny and everything that screams “value”, or benefits from higher rates and a steeper yield curve (financials), or benefits from......
tim@emorningcoffee.comMar 11, 202112 minARK Invest and Cathie WoodARK ETFs have delivered outlandish returns vis-a-vis every index imaginable, and most other ETFs and asset managers. How and why?
tim@emorningcoffee.comMar 8, 20216 min"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.comMar 6, 20215 minWeek 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