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
tim@emorningcoffee.comMar 5, 20214 minResults: Week 5 "New Tech" / WFH CompaniesThe 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.comMar 1, 202110 min"New Tech" / WFH Companies: Week 5In week 5 of the high flyers, I present four companies reporting earnings this week: Zoom, Lemonade, Snowflake and Sea Limited.
tim@emorningcoffee.comFeb 27, 20216 minWeek Ended Feb 26th and the Week AheadThis 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.comFeb 22, 202113 min"New Tech" / WFH Companies: Week 44th instalment of coverage of high flying companies, including Airbnb, DoorDash, Nvidia, Etsy, Teladoc and Square. Buyer beware!
tim@emorningcoffee.comFeb 15, 202110 min"New Tech" / WFH Companies: Week 3Covered this week are six high fliers: Appian, Fastly, Palantir, Roku, Shopify and Twilio
tim@emorningcoffee.comFeb 8, 20217 min"New Tech" / WFH Companies: Week 2In one way or another, all [21] of these companies tend to be disrupters and many have benefited from the pandemic.
tim@emorningcoffee.comFeb 1, 20219 min"New Tech" / WFH Companies, Week 1DISCLAIMER: Below are my opinions on three stocks: MTCH, PTON and PINS. I am not a research analyst or a registered investment advisor,...
tim@emorningcoffee.comJan 30, 20215 minWeek Ended Jan 29th 2021 and the Week AheadGlobal equity markets ended down this week between 3% and 4% almost across the board, with further risk remaining on the downside.