Financial Markets 4/11

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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

Oct 4, 20225 min read

Fine wine – an alternative asset for all seasons

As traditional asset classes get ever-more turbulent, alternative assets become ever-more attractive. This article is about fine wine.

tim@emorningcoffee.com

Sep 20, 20223 min read

This is an article based on correspondence with two readers, both coming to the same conclusion – the S&P 500 is going to drop further!

tim@emorningcoffee.com

Aug 23, 20226 min read

The Federal Reserve is in the early stages of reducing its balance sheet, or quantitative tightening ("QT").

tim@emorningcoffee.com

Jul 20, 202211 min read

BTC and its brethren have bounced back from early July lows, but is this edition of a crypto winter over? I take a look in this article.

tim@emorningcoffee.com

Jun 7, 20228 min read

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.com

May 25, 20229 min read

FOREX is in the news, especially as many think the USD has reached its peak and is at an inflection point. What drives FOREX? Read on.

tim@emorningcoffee.com

Mar 17, 20228 min read

It is fashionable to espouse the end of the US dollar as the leading global reserve currency, but this will not occur anytime soon.

tim@emorningcoffee.com

Feb 24, 20227 min read

With oil approaching $100/bbl, it is hard to imagine that demand and supply were so out of line in April 2020 that oil prices went negative!

tim@emorningcoffee.com

Feb 8, 202218 min read

This is a primer on corporate bonds, investment grade & high yield. It also discusses the pandemic and its effect on the corp bond market.

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