top of page
Home: Welcome
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.

Search

tim@emorningcoffee.com
Apr 1, 20203 min read
False Hope
Not sure I'm buying this rally, not yet anyhow!
114
0

tim@emorningcoffee.com
Mar 25, 20205 min read
Playing the Sectors via ETFs
As the global equity markets experience unprecedented volatility and remain under siege due to COVID-19, I thought it might be interesting t
110
0

tim@emorningcoffee.com
Mar 17, 20205 min read
How Much Worse Could this Get?
How low could the S&P 500 index fall? I think to as low as 2,030, but I sure hope I'm wrong! The floor will be reached soon.
168
3

tim@emorningcoffee.com
Mar 12, 20208 min read
Getting Worse by the Minute: What Can Stop the Market Meltdown?
The market sell-off is accelerating, and all investors can do is hope for some key things to fall into place to restore confidence.
223
1

tim@emorningcoffee.com
Feb 26, 20205 min read
The Connection between Equity Market Performance and Coronavirus
This post look at the recent slide in the global equity markets, largely attributable to Coronavirus. However, this isn't the full story.
39
0

tim@emorningcoffee.com
Feb 19, 202011 min read
ETFs and Passive Investing
This post is mainly about Exchange Traded Funds, or “ETFs”, which have ridden the coattails of the growth in passive investing.
78
0

tim@emorningcoffee.com
Jan 29, 20204 min read
Coronavirus: Investors shrug it off as earnings releases accelerate
I recognise that this is being released, at least in Europe, closer to afternoon tea than morning coffee. But bear with me please! As of...
42
0

tim@emorningcoffee.com
Jan 16, 20205 min read
Momentum investing: not all it's cracked up to be
As the US equity markets head further north, almost without pause, it compelled me to look at an investment strategy that is not new but...
61
2

tim@emorningcoffee.com
Jan 2, 20203 min read
Bloomberg reports private equity "dry powder" at record high - not sure this is a good thing!
Having read this article from #Bloomberg this morning – “Private Equity is Starting 2020 With More Cash Than Ever Before” - on the amount...
32
0
Home: Blog2
bottom of page