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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
Dec 77 min read
Week ended Dec 6, 2024: risk markets and USTs better, Bitcoin soars to record
Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record
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tim@emorningcoffee.com
Oct 55 min read
Week ended October 4, 2024: soft landing in sight
Risk remains asymmetrical to the downside, but a robust US jobs report cheered risk investors on Friday and sent UST yields sharply higher.
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tim@emorningcoffee.com
Aug 2, 20234 min read
Wrong (so far)....but the Street has been, too
Seven months into the year, many of my Y/E forecasts for indices and other assets look like they will be wrong. I am in good company!
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tim@emorningcoffee.com
Feb 14, 20237 min read
Stocks - do they always go up?
Stocks do not always go up over shorter periods, but they do over longer periods. This article provides empirical support, see for yourself
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tim@emorningcoffee.com
Jan 5, 20233 min read
My 2023 year-end guesses
The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.
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tim@emorningcoffee.com
Dec 22, 202210 min read
Predicting stock prices: 2023
The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!
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tim@emorningcoffee.com
Sep 22, 20226 min read
Tesla: as resilient as ever
Love it or hate it, the fact is that Tesla's stock performance has left nearly all peers – tech and automotive – in the dust. Now what?
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tim@emorningcoffee.com
Jan 27, 202210 min read
Buy the Dip or Sell the Rip?
Given the poor performance of equities so far this year, I wanted to take a quick high level look at valuations of a number of stocks...
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tim@emorningcoffee.com
Nov 8, 20218 min read
Enjoy these stocks if you own them; tread carefully if you don’t
This article looks at recent performance of and valuation metrics of the FAMAG stocks and four others: SHOP, NVDA, TSLA and NFLX.
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