Financial Markets 7/11

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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

Sep 7, 20218 min read

A look back at returns during the pandemic

This article looks at asset returns across various equity indices (US and global) and other asset classes during the pandemic and longer.

tim@emorningcoffee.com

Aug 18, 20215 min read

ETF sector funds' performances since the pandemic provide an excellent historical context of shifting investor sentiment. What's next?

tim@emorningcoffee.com

Aug 4, 20218 min read

US equities have reached record valuations. Does this matter? What can you do if you are concerned?

tim@emorningcoffee.com

Jul 27, 20218 min read

Why are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?

tim@emorningcoffee.com

Jul 20, 20213 min read

This article looks at the performance of #NVDA, which is doing a 4-1 stock split announced in May. NVDA is compared to #AAPL and #TSLA.

tim@emorningcoffee.com

Jul 7, 20217 min read

This article looks at how three groupings of tech stocks have performed vis-a-vis two broad indices and two "reopening" ETFs, focus on 1H21

tim@emorningcoffee.com

Jun 9, 20217 min read

AMC Entertainment (NYSE: AMC) is one of the so-called meme stocks that have dominated the financial news flow for much of the year. Last...

tim@emorningcoffee.com

Jun 2, 20218 min read

NFTs are here to stay in my opinion. This unique form of digitised tokens that relies on blockchain tech, has legs, but will be volatile.

tim@emorningcoffee.com

May 18, 20218 min read

This is a follow-up to the article I wrote on ARK Invest in March, because a lot has changed since then that have affected the ARK ETFs

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