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 14, 20247 min read

Anti-obesity medications part 2: the duopoly of Eli Lilly and Novo Nordisk

Eli Lilly (LLY) and Novo Nordisk (NVO) have been large players for decades in the market for diabetes medications and are currently...

tim@emorningcoffee.com

Mar 12, 20247 min read

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

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