tim@emorningcoffee.comMay 18, 20209 min readWeek Ended May 15th 2020 and the Week AheadEquity market indices down last week, economic data continues to be bad, safe haven assets rallied, HY spreads widened, oil higher
tim@emorningcoffee.comMay 9, 20206 min readLast Week and the Week Ahead (May 11-15)The U.S. posted its worst non-farm payrolls and unemployment figures since the Great Depression.
tim@emorningcoffee.comDec 12, 20192 min readSaudi Aramco: Long May the Fantasy ContinueSaudi Aramco has traded up two straight days, vindicating – at least inside the closed world of KSR - that the company is certainly worth...
