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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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tim@emorningcoffee.com
Sep 23, 20213 min read
FOMC and Chairman Powell Press Conference: “Much ado about nothing”
The Federal Reserve released the minutes from its FOMC meeting Sept 21-22 on Wednesday afternoon. The press release is here. Should you...
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tim@emorningcoffee.com
Aug 12, 20214 min read
Wealth inequality and race
There is a wealth inequality issue in many countries around the world, including the US. This is exacerbated when considering race.
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tim@emorningcoffee.com
Jun 30, 20214 min read
The collateral effects of "selective" wage increases to $15/hour
Selective wage increases by several large US companies (e.g. Amazon, Target) are not necessarily positive for communities at large.
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tim@emorningcoffee.com
May 26, 202110 min read
Inflation: Transient or Persistent, Lessons from the 1970s
This is about inflation - will it prove to be transitory (Fed's view) or persistent? I feel the former, but fear the medicine it will take
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tim@emorningcoffee.com
Apr 30, 202111 min read
Infrastructure and the American Jobs Plan
The American Jobs Plan proposed by the Biden Administration is an effort to remedy the significant underinvestment in US infrastructure.
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tim@emorningcoffee.com
Feb 26, 202114 min read
The Next Round of Fiscal Stimulus (US)
A $1.9 trillion third mega-round of fiscal stimulus in the US is pending, and it will have long-term and far-reaching economic effects.
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tim@emorningcoffee.com
Feb 4, 202123 min read
Inflation
The purpose of this article is to provide you with a basic understanding of inflation – what it is, why it can derail a stable economy, and
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tim@emorningcoffee.com
Jan 1, 20214 min read
Happy new year: 10 things you might want to know as 2020 ends
The S&P 500 was the best performer of these indices in 2020, nudging out he Nikkei 225 (Japan) and the MSCI EM index.
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tim@emorningcoffee.com
Dec 8, 202010 min read
"Pardon Me"
To my knowledge there has never been a pre-emptive self-pardon, so this will certainly be breaking new ground.
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