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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 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
Oct 22, 20226 min read
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
Jul 26, 20226 min read
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
Jan 12, 20223 min read
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
Oct 30, 20218 min read
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
Jul 20, 20213 min read
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.
tim@emorningcoffee.com
May 1, 20214 min read
Revisiting the High Flyers
This article revisits 22 high flyers of which nearly all analysts' consensus revs and EPS in most recent quarter but are off their highs.
tim@emorningcoffee.com
Apr 8, 20217 min read
Week Ended Dec 18 2020 and the Week Ahead
....investors are looking out to the future, post-pandemic, even though equities arguably remain so richly priced....
tim@emorningcoffee.com
Dec 19, 20209 min read
Week Ended Dec 11th 2020 and the Week Ahead
With vaccines now beginning to be administered, I understand the long game, but I find myself very much stuck in the moment......
tim@emorningcoffee.com
Dec 12, 20209 min read
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