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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
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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tim@emorningcoffee.com
Jun 5, 20208 min read
Part 1 (of 2): The Case For the Stock Market Recovery
This is the first of two articles on the amazing recovery of the #S&P500 during the CV19 pandemic. I present seven reasons in support.
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tim@emorningcoffee.com
May 29, 20206 min read
Sector Performance Post-Market Recovery
This article looks at the performance of 11 sector ETFs during the period of the COVID-19 pandemic. A shift in preferences is underway.
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tim@emorningcoffee.com
May 14, 20202 min read
S&P 500 Volumes: Is This Downdraft for Real?
This is a look at #S&P500 volumes YtD. It addresses the sudden increase in volumes as the market seems increasingly fragile.
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tim@emorningcoffee.com
May 1, 202011 min read
"Yellow Dust" (Gold)
This article is about gold, a unique precious metal and perhaps the perfect follow-up to my last article on oil.
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tim@emorningcoffee.com
Apr 29, 202013 min read
"Texas Tea" (Oil)
"Texas Tea" is oil, and this article looks at many of the industry dynamics affecting the global demand for and supply of oil.
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