tim@emorningcoffee.comNov 27, 20217 min readWeek Ended November 26th, 2021This week was all about Friday, as global equities were hammered after news of the new COVID variant. It was squarely risk-off in markets.
tim@emorningcoffee.comJul 27, 20218 min readHow did we get here: US equities are expensiveWhy are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?
tim@emorningcoffee.comFeb 26, 202114 min readThe Next Round of Fiscal Stimulus (US)A $1.9 trillion third mega-round of fiscal stimulus in the US is pending, and it will have long-term and far-reaching economic effects.
tim@emorningcoffee.comJan 23, 20215 min readWeek Ended Jan 22, 2021 and the Week AheadWeekly update covering equities, credit and safe haven assets.
tim@emorningcoffee.comNov 25, 20202 min read30,000 / 19,000 /12,000: Go baby go!What could possibly go wrong? I guess that’s what bothers me most because we seem to be out of good news.
