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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.
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tim@emorningcoffee.com
Jan 23, 20215 min read
Week Ended Jan 22, 2021 and the Week Ahead
Weekly update covering equities, credit and safe haven assets.
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tim@emorningcoffee.com
Jan 16, 20215 min read
Week Ended Jan 15th 2021 and the Week Ahead
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...
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tim@emorningcoffee.com
Jan 9, 20213 min read
Week Ended Jan 8 2021 and the Week Ahead
I am trying a new format as the year begins for the emorningcoffee.com weekly update, consisting of more concise text and a more...
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tim@emorningcoffee.com
Jan 4, 20218 min read
Recap of 2020 in the Global Financial Markets
2020 was an amazing year in the financial markets, in that the trajectory and volatility of asset prices could have never been imagined...
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tim@emorningcoffee.com
Jan 1, 20214 min read
Happy new year: 10 things you might want to know as 2020 ends
The S&P 500 was the best performer of these indices in 2020, nudging out he Nikkei 225 (Japan) and the MSCI EM index.
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tim@emorningcoffee.com
Dec 19, 20209 min read
Week Ended Dec 18 2020 and the Week Ahead
....investors are looking out to the future, post-pandemic, even though equities arguably remain so richly priced....
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tim@emorningcoffee.com
Dec 12, 20209 min read
Week Ended Dec 11th 2020 and the Week Ahead
With vaccines now beginning to be administered, I understand the long game, but I find myself very much stuck in the moment......
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tim@emorningcoffee.com
Dec 5, 20208 min read
Week Ended Dec 4th and the Week Ahead
Can this one directional market go on forever? Probably not, but what’s to stop it?
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tim@emorningcoffee.com
Nov 28, 20207 min read
Week Ended Nov 27th 2020 and the Week Ahead
Maybe it’s the time of year, or maybe it’s just a sneaking suspicion that things aren’t nearly as good as some investors think.
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