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.comNov 25, 20235 min readWeek ended Nov 24, 2023: equities grind higherAlthough the advance in equities slowed, it certainly did not stop even as yields pushed higher off of better-than-expected PMI data.
tim@emorningcoffee.comMay 28, 20226 min readWeek ended May 27th 2022US equities rally strongly into the close on Friday, bringing MtD returns for May into the green. Corp credit rallies too, the USD weakens.
tim@emorningcoffee.comJul 24, 20214 min readWeek Ended July 23, 2021: "Buy the Dip"Week ended July 23 2021. After a dismal start on Monday, investors put aside economic and pandemic concerns as S&P 500 earnings were strong
tim@emorningcoffee.comSep 15, 20204 min readSoftBank, ARM, Nvidia (and Vision Fund) - not as good as it looksThe harsh reality though is that the transaction end-to-end does not result in a particularly good outcome for the company or Vision Fund.
tim@emorningcoffee.comMay 25, 20208 min readLast Week and the Week Ahead (May 25-29)This is the weekly update - what happened last week as far as markets, politics and CV19, and what does the week ahead look like?
