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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 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
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Anti-obesity medications: part 3, valuations of LLY and NVO
This is the 3rd and final article focused on anti-obesity drugs. It looks at valuations of shares of the two giants in this biz, LLY & NVO.
tim@emorningcoffee.com
Mar 18, 20248 min read
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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
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Predicting stock prices: 2023
The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!
tim@emorningcoffee.com
Dec 22, 202210 min read
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Week ended Oct 7 2022
Markets were up on bad economic news, and then faltered on good economic news. The narrative of a Fed pivot won't go away.
tim@emorningcoffee.com
Oct 8, 20227 min read
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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
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Buy the Dip or Sell the Rip?
Given the poor performance of equities so far this year, I wanted to take a quick high level look at valuations of a number of stocks...
tim@emorningcoffee.com
Jan 27, 202210 min read
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Alternatives when equities are super-expensive
US equities have reached record valuations. Does this matter? What can you do if you are concerned?
tim@emorningcoffee.com
Aug 4, 20218 min read
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