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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.

Week ended March 14, 2025: markets volatile (again)

The sell-off in global equities is getting more painful, as investors continue to shun risk and pile into safe haven assets. What makes...

tim@emorningcoffee.com

Mar 155 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 27, 202411 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

Nov 12, 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 15, 20245 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

Mar 1, 20247 min read

US inflation for January was hot, pushing equities bond bonds lower. International equities performed better. UK and Japan in recession.

tim@emorningcoffee.com

Feb 17, 20245 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

Jul 20, 202211 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?

tim@emorningcoffee.com

Jun 7, 20228 min read

Don't look to fundamentals to explain equity prices today – look to attitudes embedded in acronyms. And don't forget the super-easy Fed!

tim@emorningcoffee.com

Nov 23, 20214 min read

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