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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
Nov 25, 20202 min read
30,000 / 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.
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tim@emorningcoffee.com
Nov 21, 20209 min read
Week Ended Nov 20th 2020 and the Week Ahead
Strange how the trajectory of bitcoin looks a bit like that of Tesla
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tim@emorningcoffee.com
Nov 14, 20208 min read
Week Ended Nov 13th 2020 and the Week Ahead
The Week Ahead This week is likely to see the ongoing tussle between the two camps currently driving sentiment in the markets – those...
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tim@emorningcoffee.com
Nov 7, 20208 min read
Week Ended Nov 6th 2020 and the Week Ahead
The Week Ahead The main focal point in the coming week is a resolution of the open results of the US election, with most focus on the...
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tim@emorningcoffee.com
Nov 4, 20205 min read
The Results of the US Election and The Economy
Now that I have digested the surprising results of the US election yesterday, at least as far as where we stand at the moment, I thought...
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tim@emorningcoffee.com
Oct 31, 20208 min read
Week Ended Oct 30th and the Week Ahead
This week will have one major focal point, and that is the US Presidential election on Tuesday.
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tim@emorningcoffee.com
Oct 28, 202015 min read
US Postal Service (and Absentee Ballots)
President Trump is right in his desire to restructure the USPS albeit not necessarily for the right reasons.
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tim@emorningcoffee.com
Oct 24, 20207 min read
Week Ended Oct 23rd and the Week Ahead
Perhaps the one defining feature in markets for the week was the sharp sell-off in US Treasuries, which abated slightly on Friday.
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