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.
tim@emorningcoffee.comMay 1, 20214 min readWeek 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.