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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.
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Week ended April 25, 2025: earnings, whining and wining
This is the early edition of the weekly, covering earnings (TSLA and GOOG), Trump capitulation (again) and 2024 en primeur Bordeaux campaign
tim@emorningcoffee.com
7 days ago8 min read
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Mag 7 stocks, earnings, "hands off" the Fed and Jeffrey Sachs at ADF
Quick look to start the week with earnings, including TSLA and GOOG, Jeffrey Sachs explaining poor Trump policies and the Fed's independence
tim@emorningcoffee.com
Apr 224 min read
24
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Mag 7 stocks: a tough 1Q2025 (and now "on sale"?)
This is a very brief update for the Mag 7 stocks for 1Q2025, all of which were down, several sharply. It is not getting better either!
tim@emorningcoffee.com
Apr 39 min read
65
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DeepSeek, ASML earnings, Mag 7 earnings and FOMC decision
DeepSeek wrecks outlook for AI companies; Mag 7 companies MSFT, META, TSLA and AAPL report earnings; FOMC expected to hold rates
tim@emorningcoffee.com
Jan 293 min read
14
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Week ended Dec 13, 2024: markets slightly weaker
Bond yields ticked up after an in-line Nov CPI report, reminding investors the inflation battle is not over. Stocks were weaker.,
tim@emorningcoffee.com
Dec 14, 20246 min read
44
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Does 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.com
Nov 12, 20245 min read
24
1
S&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.com
Apr 5, 20234 min read
187
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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
Jan 23, 20232 min read
41
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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
Sep 22, 20226 min read
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