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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

tim@emorningcoffee.com

WEEKLY: Much ado about nothing

Earnings season ended and data was sparse. Equities rallied, gaining in the US for the first time in 4 weeks. Bond yields rose.

tim@emorningcoffee.com

FAMAG (+TSLA) quarterly earnings: everything you need to know

The five mega-tech FAMAG names start reporting their quarterly earnings ended Dec 30th, 2022, this week. I also included TSLA.

tim@emorningcoffee.com

Week ended Oct 21, 2022

Headlines says it all. More turmoil in U.K. politics (and 10.1% CPI). Decent S&P 500 earnings, TSLA and SNAP disappoint. Yen softens.

tim@emorningcoffee.com

Tesla: as resilient as ever

Love 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.com

FAMAG earnings: investors on edge

This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.

tim@emorningcoffee.com

FAMAG Stocks Still Matter.....A Lot

Update on the FAMAG stocks (+TSLA, NVDA), an amazing group of stocks. These cos are important contributors to the S&P 500.

tim@emorningcoffee.com

Week Ended October 29th, 2021

FAMAG/other corp earnings/news, US 3Q21 GDP, UK '22 budget, ECB rate decision, Biden fiscal plan, G20 / COP26 meetings..lots to move markets

tim@emorningcoffee.com

NVDA and stock splits

This 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.com

Week Ended April 30 and the Week Ahead

This week was mainly about earnings as 180 of the S&P 500 companies reported their quarterly results. In summary, earnings were solid.

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