tim@emorningcoffee.comSep 16 min readWeek ended August 30, 2024Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better
tim@emorningcoffee.comJul 204 min readWeek ended July 19, 2024: stocks and bonds sell offMarkets were jittery much of the week, with the rotation out of tech continuing in the US. US Treasuries were also under pressure.
tim@emorningcoffee.comApr 8, 20217 min readRevisiting the High FlyersThis 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.comMar 8, 20216 min read"New Tech" / WFH Companies: Week 6 (DOCU & CRWD)All about Docusign (#DOCU) reporting Mar 11th and CrowdStirke (#CRWD) reporting Mar 16th, the last of the 22 high flyers.
