Bitcoin | E-Morning Coffee

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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.

tim@emorningcoffee.com

Dec 28, 20242 min read

Week ended Dec 27, 2024: more of the same

It was a relatively quiet week with holidays right in the middle of the week for many countries. Equities were better, yields were higher.

tim@emorningcoffee.com

Dec 7, 20247 min read

Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record

tim@emorningcoffee.com

Nov 27, 202411 min read

MicroStrategy (MSTR) has had an amazing run since it adopted its Bitcoin accumulation strategy in Aug 2020. Has it run too far too fast?

tim@emorningcoffee.com

Nov 12, 20245 min read

Some stocks that clearly "track" President-elect Trump's varied campaign promises have rallied hard, including TSLA, BTC, COIN and KRE.

tim@emorningcoffee.com

Aug 17, 20244 min read

It was an "everything up" week, with global equities, US Treasuries, corporate bonds and gold all registering gains. Happy summer!

tim@emorningcoffee.com

Mar 15, 20245 min read

Hotter-than-expected US inflation data clobbered the bond market, and after digestion, also rattled US equities. Credit was better (again).

tim@emorningcoffee.com

Mar 1, 20247 min read

More of the same, as risk-on sentiment pushes US equity markets to record highs. Bitcoin is soaring, too. Economic data remains supportive

tim@emorningcoffee.com

Jul 20, 202211 min read

BTC and its brethren have bounced back from early July lows, but is this edition of a crypto winter over? I take a look in this article.

tim@emorningcoffee.com

Jun 7, 20228 min read

2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?

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