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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

Mar 13, 20215 min read

Week ended March 12th and the week ahead

Any and everything that screams “value”, or benefits from higher rates and a steeper yield curve (financials), or benefits from......

tim@emorningcoffee.com

Mar 6, 20215 min read

It was all about US Treasury yields last week, which remained stubbornly high and increased further on better-than-expected US payroll data

tim@emorningcoffee.com

Feb 27, 20216 min read

This is the update of financial markets and key economic events that occurred last week in a highly volatile session, and what may be ahead

tim@emorningcoffee.com

Feb 13, 20215 min read

This past week was more lacklustre than the two weeks before, although the outcome was a slightly more subdued version of the same....

tim@emorningcoffee.com

Jan 16, 20215 min read

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...

tim@emorningcoffee.com

Jan 9, 20213 min read

I am trying a new format as the year begins for the emorningcoffee.com weekly update, consisting of more concise text and a more...

tim@emorningcoffee.com

Jan 4, 20218 min read

2020 was an amazing year in the financial markets, in that the trajectory and volatility of asset prices could have never been imagined...

tim@emorningcoffee.com

Nov 25, 20202 min read

What could possibly go wrong? I guess that’s what bothers me most because we seem to be out of good news.

tim@emorningcoffee.com

Nov 21, 20209 min read

Strange how the trajectory of bitcoin looks a bit like that of Tesla

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