tim@emorningcoffee.comMay 45 min readWeek ended May 3, 2024Earnings and economic data were all relatively to the liking of equity and bond investors alike, providing a boost for assets last week.
tim@emorningcoffee.comAug 6, 20234 min readWeek ended Aug 4, 2023: It's August![GO STRAIGHT TO THE TABLES] We’re now into August, a normally lower-volume month, and often not the best month for equities. The table...
tim@emorningcoffee.comApr 5, 20234 min readS&P 500 1Q2023: Tech stars dominate (again)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.comApr 30, 20228 min readWeek ended April 29th, 2022Sentiment started poorly, stabilised and then tanked, driven generally by earnings with Amazon being a key (negative) driver.
tim@emorningcoffee.comOct 28, 202015 min readUS Postal Service (and Absentee Ballots)President Trump is right in his desire to restructure the USPS albeit not necessarily for the right reasons.
