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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
Apr 20, 202111 min read
Banks - Now What?
Banks stocks have slid sideways even after spectacular 1Q2021 earnings. Why and what comes next?
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tim@emorningcoffee.com
Apr 1, 202113 min read
Archegos, Margin Financing and Prime Brokers
Archegos, Margin Financing and Prime Brokers
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tim@emorningcoffee.com
Mar 16, 202113 min read
SPAC's, the Rage of Today
What do Virgin Galactic, Nikola, DraftKings, Fisker and QuantumScape all have in common? They all went public by merging with a SPAC.
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tim@emorningcoffee.com
Mar 11, 202112 min read
ARK Invest and Cathie Wood
ARK ETFs have delivered outlandish returns vis-a-vis every index imaginable, and most other ETFs and asset managers. How and why?
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tim@emorningcoffee.com
Jan 27, 202111 min read
Shorts and GameStop
There is a growing crescendo of stories in the financial press these days regarding short sellers, and the role that short sellers play in t
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tim@emorningcoffee.com
Jan 4, 20218 min read
Recap of 2020 in the Global Financial Markets
2020 was an amazing year in the financial markets, in that the trajectory and volatility of asset prices could have never been imagined...
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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 15, 202011 min read
IPOs and the story of DoorDash and AirBnB
s it possible that DoorDash (market cap of $55.6 billion) is worth more than Dominos and Chipotle combined?
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tim@emorningcoffee.com
Nov 25, 20202 min read
30,000 / 19,000 /12,000: Go baby go!
What could possibly go wrong? I guess that’s what bothers me most because we seem to be out of good news.
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