Investments and personal finance 2/3

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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

Mar 12, 20247 min read

Anti-obesity medications part 1: the market for anti-obesity drugs

This article is being published in instalments, of which this is the first, for context. INTRODUCTION Two macrotrends have been drivers...

tim@emorningcoffee.com

Mar 5, 20244 min read

This is a guest post about gold, penned by online investment firm BullionVault. Gold has just pierced $2,100/oz, reaching a record high.

tim@emorningcoffee.com

Feb 27, 20249 min read

Berkshire Hathaway released its FY earnings on Sat. As always, there are plenty of juicy nuggets to digest.

tim@emorningcoffee.com

Feb 20, 20245 min read

This article takes a quick look at the semi-conductor value-chain, including chip designers, fabricators and chip machinery makers.

tim@emorningcoffee.com

Jan 25, 20246 min read

This article provides a 4Q23 update on my personal portfolio. I was conservatively positioned going into an unexpectedly strong quarter.

tim@emorningcoffee.com

Jan 2, 202431 min read

2023 was an amazing year for nearly all traditional asset classes around the world. Can this carry-on? This article covers my thoughts.

tim@emorningcoffee.com

Dec 7, 20238 min read

I wrote about portfolio allocation pre-retirement a few weeks ago. This article is about “sizing” your drawdowns after you retire.

tim@emorningcoffee.com

Nov 30, 20237 min read

This article is about the allocation of yours savings across different asset classes to maximise returns given your risk profile

tim@emorningcoffee.com

Nov 15, 20234 min read

Happiness is the prize, wealth can be a by-product by following a few simple rules, and starting early in life.

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