tim@emorningcoffee.comOct 13, 20228 min readBloomberg 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.
tim@emorningcoffee.comAug 27, 20228 min readWeek ended August 26th 2022At the economic symposium, Fed chair Powell presented a committed focus to snuff out inflation. Global growth is slowing, inflation high.
tim@emorningcoffee.comFeb 13, 20215 min readWeek Ended Feb 12th 2021 and the Week AheadThis past week was more lacklustre than the two weeks before, although the outcome was a slightly more subdued version of the same....
tim@emorningcoffee.comJan 27, 202111 min readShorts and GameStopThere is a growing crescendo of stories in the financial press these days regarding short sellers, and the role that short sellers play in t
tim@emorningcoffee.comSep 6, 20209 min readWeek Ended Sept 4th 2020 and the Week AheadValuations remain ridiculously high in equities and the disconnect between global economies and financial markets remains distorted.
tim@emorningcoffee.comAug 30, 20207 min readWeek Ended Aug 28th and the Week AheadWho would have ever thought that global economies could endure the worst economic quarter in decades if not centuries, and still have equity
tim@emorningcoffee.comAug 11, 20206 min readRobinhood, robintrack.net and RetailRobinhood, robintrack.net (soon to be without data) and retail - the lessons and trends re stocks coming from retail. #markets #equities
tim@emorningcoffee.comJul 5, 20208 min readWeek Ended July 3rd and the Week AheadEquity markets were generally better last week, especially in the U.S. Credit, gold and oil were all better. CV19 in the U.S. rages on.
tim@emorningcoffee.comApr 15, 20209 min readA Level Playing Field?Which companies or industries should have access to government support due to COVID-19 and which ones should not?