top of page
Home: Welcome
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.
Search
tim@emorningcoffee.com
Feb 1, 20219 min read
"New Tech" / WFH Companies, Week 1
DISCLAIMER: Below are my opinions on three stocks: MTCH, PTON and PINS. I am not a research analyst or a registered investment advisor,...
881
tim@emorningcoffee.com
Jan 30, 20215 min read
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.
510
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
2827
tim@emorningcoffee.com
Jan 23, 20215 min read
Week Ended Jan 22, 2021 and the Week Ahead
Weekly update covering equities, credit and safe haven assets.
552
tim@emorningcoffee.com
Jan 21, 20216 min read
FAANG+M Stocks: More of the Same
FAANG+M still performing, and performing strongly even if not as "sexy" as many new tech momentum names. Check out this update.
682
tim@emorningcoffee.com
Jan 16, 20215 min read
Week Ended Jan 15th 2021 and the Week Ahead
NOTE TO READERS: Still working on format or weekly, bear with me. The Week Ahead Well as they say, “I still ain’t feelin’ it”. It’s...
770
tim@emorningcoffee.com
Jan 9, 20213 min read
Week Ended Jan 8 2021 and the Week Ahead
I am trying a new format as the year begins for the emorningcoffee.com weekly update, consisting of more concise text and a more...
863
tim@emorningcoffee.com
Jan 4, 20218 min read
Recap of 2020 in the Global Financial Markets
2020 was an amazing year in the financial markets, in that the trajectory and volatility of asset prices could have never been imagined...
841
tim@emorningcoffee.com
Jan 1, 20214 min read
Happy new year: 10 things you might want to know as 2020 ends
The S&P 500 was the best performer of these indices in 2020, nudging out he Nikkei 225 (Japan) and the MSCI EM index.
750
tim@emorningcoffee.com
Dec 19, 20209 min read
Week Ended Dec 18 2020 and the Week Ahead
....investors are looking out to the future, post-pandemic, even though equities arguably remain so richly priced....
470
tim@emorningcoffee.com
Dec 15, 202011 min read
IPOs and the story of DoorDash and AirBnB
s it possible that DoorDash (market cap of $55.6 billion) is worth more than Dominos and Chipotle combined?
1260
tim@emorningcoffee.com
Dec 12, 20209 min read
Week Ended Dec 11th 2020 and the Week Ahead
With vaccines now beginning to be administered, I understand the long game, but I find myself very much stuck in the moment......
650
tim@emorningcoffee.com
Dec 8, 202010 min read
"Pardon Me"
To my knowledge there has never been a pre-emptive self-pardon, so this will certainly be breaking new ground.
834
tim@emorningcoffee.com
Dec 5, 20208 min read
Week Ended Dec 4th and the Week Ahead
Can this one directional market go on forever? Probably not, but what’s to stop it?
660
tim@emorningcoffee.com
Nov 28, 20207 min read
Week Ended Nov 27th 2020 and the Week Ahead
Maybe it’s the time of year, or maybe it’s just a sneaking suspicion that things aren’t nearly as good as some investors think.
551
tim@emorningcoffee.com
Nov 25, 20202 min read
30,000 / 19,000 /12,000: Go baby go!
What could possibly go wrong? I guess that’s what bothers me most because we seem to be out of good news.
510
tim@emorningcoffee.com
Nov 23, 20208 min read
BREXIT: UK-EU trade agreement, hurry up!
It is an interesting time to look at the ongoing discussions between the UK and the EU on a post-BREXIT trade deal......
840
tim@emorningcoffee.com
Nov 21, 20209 min read
Week Ended Nov 20th 2020 and the Week Ahead
Strange how the trajectory of bitcoin looks a bit like that of Tesla
690
Home: Blog2
bottom of page