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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.

Mag 7 stocks: a tough 1Q2025 (and now "on sale"?)

This is a very brief update for the Mag 7 stocks for 1Q2025, all of which were down, several sharply. It is not getting better either!

tim@emorningcoffee.com

Apr 39 min read

Market volatility is increasing due to erratic US government policies. Bonds, gold, and foreign stocks are the place to hide.

tim@emorningcoffee.com

Mar 16 min read

The week started and ended poorly for US stocks, delivering losses for the week. European stocks have been the best performers YtD.

tim@emorningcoffee.com

Feb 15 min read

DeepSeek wrecks outlook for AI companies; Mag 7 companies MSFT, META, TSLA and AAPL report earnings; FOMC expected to hold rates

tim@emorningcoffee.com

Jan 293 min read

UK autumn budget, earnings galore (including five "Mag 7" companies), and gobs of economic data...just as we lead into the US election!!

tim@emorningcoffee.com

Nov 2, 20247 min read

“What gives you opportunities is other people doing dumb things ... In the 58 years we’ve been running Berkshire, I would say there’s...

tim@emorningcoffee.com

May 8, 20236 min read

Tech companies drove the 7% return of the S&P 500 in the 1Q23. Without the "magnificent seven", the index would have been flattish.

tim@emorningcoffee.com

Apr 5, 20234 min read

The five mega-tech FAMAG names start reporting their quarterly earnings ended Dec 30th, 2022, this week. I also included TSLA.

tim@emorningcoffee.com

Jan 23, 20232 min read

Love it or hate it, the fact is that Tesla's stock performance has left nearly all peers – tech and automotive – in the dust. Now what?

tim@emorningcoffee.com

Sep 22, 20226 min read

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