tim@emorningcoffee.comNov 236 min readWeek ended Nov 22, 2024: NVDA earnings, US retailersEquities were better in the US and Europe. UST yields were marginally changed. Gold and Bitcoin soared to record highs. The Dollar was up
tim@emorningcoffee.comNov 125 min readDoes the "Trump rally" have legs?Some stocks that clearly "track" President-elect Trump's varied campaign promises have rallied hard, including TSLA, BTC, COIN and KRE.
tim@emorningcoffee.comOct 265 min readWeek ended Oct 25, 2024: yields push higherBoth equity and bond markets lost ground last week, although Chinese stocks were positive as well the NASDAQ following TSLA earnings.
tim@emorningcoffee.comJul 275 min readWeek ended July 26, 2024: mixed week, earnings and dataMarkets mixed, with FTSE 100 leading the charge and Nikkei 225 getting hammered. Tech bellwethers set tone, economic data mixed.
tim@emorningcoffee.comJan 273 min readWeek ended Jan 26, 2024: US data, China, Tesla, central bank decisionsLots of US economic data last week that pushed the S&P 500 to another record level. UST yields flattish. Chinese equities better. Read on
tim@emorningcoffee.comApr 22, 20234 min readGoing nowhere fast: week ended April 21, 2023Week ended April 21, 2023 [GO STRAIGHT TO THE TABLES] THINGS THAT CAUGHT MY EYE THIS WEEK U.K. economic data and consumer confidence The...
tim@emorningcoffee.comApr 5, 20234 min readS&P 500 1Q2023: Tech stars dominate (again)Tech companies drove the 7% return of the S&P 500 in the 1Q23. Without the "magnificent seven", the index would have been flattish.
tim@emorningcoffee.comSep 22, 20226 min readTesla: as resilient as everLove it or hate it, the fact is that Tesla's stock performance has left nearly all peers – tech and automotive – in the dust. Now what?
tim@emorningcoffee.comJul 20, 20213 min readNVDA and stock splitsThis article looks at the performance of #NVDA, which is doing a 4-1 stock split announced in May. NVDA is compared to #AAPL and #TSLA.