tim@emorningcoffee.comSep 16 min readWeek ended August 30, 2024Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better
tim@emorningcoffee.comMay 45 min readWeek ended May 3, 2024Earnings and economic data were all relatively to the liking of equity and bond investors alike, providing a boost for assets last week.
tim@emorningcoffee.comFeb 1, 20219 min read"New Tech" / WFH Companies, Week 1DISCLAIMER: Below are my opinions on three stocks: MTCH, PTON and PINS. I am not a research analyst or a registered investment advisor,...
tim@emorningcoffee.comMay 4, 20206 min readLast Week and the Week Ahead (May 4-8)This article discusses corp earnings, the economic outlook, the performance of equity & credit markets, and provides an update on COVID-19.
tim@emorningcoffee.comDec 2, 20191 min readAmazon (again), but read post before this one firstAfter researching and writing the post below, I came across an interesting article in the New York Times this morning regarding how #AMZN...
