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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
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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tim@emorningcoffee.com
Nov 23, 20208 min read
BREXIT: UK-EU trade agreement, hurry up!
It is an interesting time to look at the ongoing discussions between the UK and the EU on a post-BREXIT trade deal......
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tim@emorningcoffee.com
Aug 21, 20201 min read
An Asset is Worth What the Market Pays for It
This disconnect between the real economy and financial markets is so severe that many “old-time” investors.........
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tim@emorningcoffee.com
Aug 11, 20206 min read
Robinhood, robintrack.net and Retail
Robinhood, robintrack.net (soon to be without data) and retail - the lessons and trends re stocks coming from retail. #markets #equities
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tim@emorningcoffee.com
Jun 11, 202012 min read
Part 2 (of 2): The arguments as to why the S&P 500 is too high
This article is the #bear case for the #equity #markets, the opposite view I discussed in an article last week.
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