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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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Week ended August 30, 2024
Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better
tim@emorningcoffee.com
Sep 1, 20246 min read
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Week ended May 10, 2024: equities rise further
Equities better bid in a holiday-shortened week, one void of meaningful economic data and the last serious tranche of earnings.
tim@emorningcoffee.com
May 12, 20244 min read
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Week ended May 3, 2024
Earnings and economic data were all relatively to the liking of equity and bond investors alike, providing a boost for assets last week.
tim@emorningcoffee.com
May 4, 20245 min read
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Week ended October 20, 2023: yields spike
Yields spiked this week, one of several factors leading to a decisive risk-off feeling as equities tanked and gold roared forward.
tim@emorningcoffee.com
Oct 21, 20235 min read
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Week Ended October 22, 2021
This week did not have a lot of economic news, but a combination of earnings, the first Bitcoin ETF and two interesting SPACs featured.
tim@emorningcoffee.com
Oct 22, 20216 min read
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Week Ended Jan 29th 2021 and the Week Ahead
Global equity markets ended down this week between 3% and 4% almost across the board, with further risk remaining on the downside.
tim@emorningcoffee.com
Jan 30, 20215 min read
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Tesla (TLSA): I Like The Company But Not At This (Inflated) Price?
Disclosure: I have owned Tesla (TLSA) shares in the past but sold them over one year ago and made money; however, I did not make as much...
tim@emorningcoffee.com
Jan 7, 20206 min read
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