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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 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 April 19, 2024: not a good week!
It was another challenging week for both stocks and bonds, with the sell-off in equities gaining steam as tech stocks flounder.
tim@emorningcoffee.com
Apr 20, 20248 min read
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Week ended July 8th, 2022
US jobs report over-rode concerns re resignation of UK PM Johnson and assassination of former Japanese PM Abe. Bonds tank, equities rally.
tim@emorningcoffee.com
Jul 10, 20226 min read
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ARK Invest Update
I have written about the ARK Invest family of actively-managed ETFs in the past in E-MorningCoffee. You will find this update interesting.
tim@emorningcoffee.com
Jan 21, 20228 min read
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ARK Invest: Digging Deeper
This is a follow-up to the article I wrote on ARK Invest in March, because a lot has changed since then that have affected the ARK ETFs
tim@emorningcoffee.com
May 18, 20218 min read
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Revisiting the High Flyers
This article revisits 22 high flyers of which nearly all analysts' consensus revs and EPS in most recent quarter but are off their highs.
tim@emorningcoffee.com
Apr 8, 20217 min read
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ARK Invest and Cathie Wood
ARK ETFs have delivered outlandish returns vis-a-vis every index imaginable, and most other ETFs and asset managers. How and why?
tim@emorningcoffee.com
Mar 11, 202112 min read
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