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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
Aug 26, 20236 min read
Week ended Aug 25th 2023: Nvidia, Jackson Hole and real interest rates
Rather uneventful week in markets although equities generally better and yields a touch wider. Focus was on Jackson Hole, NVDA and rates.
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tim@emorningcoffee.com
Nov 26, 20224 min read
WEEKLY: Risk markets grind higher
Stocks and bonds are much better on the week, continuing a nice run in the 4Q22. The rally is broadening and orderly. Too much, too fast?
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tim@emorningcoffee.com
Oct 13, 20228 min read
Bloomberg Invest New York (Oct 12-13, 2022)
The two-day Bloomberg event featured a variety of speakers covering a broad cross-section of topics relevant today.
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tim@emorningcoffee.com
Aug 27, 20228 min read
Week ended August 26th 2022
At the economic symposium, Fed chair Powell presented a committed focus to snuff out inflation. Global growth is slowing, inflation high.
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tim@emorningcoffee.com
Feb 13, 20215 min read
Week Ended Feb 12th 2021 and the Week Ahead
This past week was more lacklustre than the two weeks before, although the outcome was a slightly more subdued version of the same....
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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
Sep 6, 20209 min read
Week Ended Sept 4th 2020 and the Week Ahead
Valuations remain ridiculously high in equities and the disconnect between global economies and financial markets remains distorted.
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tim@emorningcoffee.com
Aug 30, 20207 min read
Week Ended Aug 28th and the Week Ahead
Who would have ever thought that global economies could endure the worst economic quarter in decades if not centuries, and still have equity
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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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