tim@emorningcoffee.comSep 104 minWeek ended Sept 8 2023: stocks and bonds sag (again)Stocks and bonds sagged again this week, as overall sentiment remains fragile. Apple and corporate bond supply might have been culprits too
tim@emorningcoffee.comAug 309 minSocial Security: crash and burn?The US Social Security trust fund is expected to be depleted by 2033/4. Why, and what does this mean for me? How does Soc Security work?
tim@emorningcoffee.comApr 247 minThe US debt ceiling debacleThe debt ceiling is front & centre as the date the US Treasury runs out of cash is drawing dangerously near. Here's my two cents, enjoy!
tim@emorningcoffee.comApr 224 minGoing 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 84 minWeek ended April 7, 2023It was a holiday shortened week devoid of direction, with economic data providing a mixed picture. Oil, gold higher. Equities weaker.
tim@emorningcoffee.comApr 15 minWeek ended March 31, 2023Risk markets ended a solid first quarter, as stocks and bonds rallied. The wind feels as if it is at our back as risk assets power forward.
tim@emorningcoffee.comJan 53 minMy 2023 year-end guesses The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.
tim@emorningcoffee.comJun 7, 20228 min2022 so far: not a year to remember for investors!2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?
tim@emorningcoffee.comOct 20, 20215 minIs the bond market doing the Fed's dirty work?The bond market looks to be doing the Fed's dirty work, sending short term yields to post-pandemic highs. Is the Fed being too methodical?