Financial Markets 10/11

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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.

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.

tim@emorningcoffee.com

Mar 12, 20208 min read

The market sell-off is accelerating, and all investors can do is hope for some key things to fall into place to restore confidence.

tim@emorningcoffee.com

Feb 26, 20205 min read

This post look at the recent slide in the global equity markets, largely attributable to Coronavirus. However, this isn't the full story.

tim@emorningcoffee.com

Feb 19, 202011 min read

This post is mainly about Exchange Traded Funds, or “ETFs”, which have ridden the coattails of the growth in passive investing.

tim@emorningcoffee.com

Jan 29, 20204 min read

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...

tim@emorningcoffee.com

Jan 16, 20205 min read

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...

tim@emorningcoffee.com

Jan 2, 20203 min read

Having read this article from #Bloomberg this morning – “Private Equity is Starting 2020 With More Cash Than Ever Before” - on the amount...

tim@emorningcoffee.com

Dec 30, 20192 min read

It is well known by now that the equity markets in the U.S. were the right place to be in 2019, with returns YtD of 21.7%, 27.1% and...

tim@emorningcoffee.com

Dec 18, 20193 min read

This Opinion article in Bloomberg entitled “What Does a Junk Bond Even Mean Anymore?” discusses the tightening of spreads across the US...

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