equity markets | E-Morning Coffee

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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.

tim@emorningcoffee.com

Oct 16, 20213 min read

Week Ended October 15th, 2021: Goldilocks is back!

What a week! Equities bounce back with a vengeance as a combination of neural-to-good economic news and strong bank earnings are catalysts.

tim@emorningcoffee.com

Jul 24, 20214 min read

Week ended July 23 2021. After a dismal start on Monday, investors put aside economic and pandemic concerns as S&P 500 earnings were strong

tim@emorningcoffee.com

Jul 20, 20213 min read

This article looks at the performance of #NVDA, which is doing a 4-1 stock split announced in May. NVDA is compared to #AAPL and #TSLA.

tim@emorningcoffee.com

Apr 3, 20213 min read

The distractions of the tanker Ever Given blocking the Suez Canal and the forced liquidation of Archegos Capital Management gave way to

tim@emorningcoffee.com

Mar 20, 20215 min read

This was certainly another eventful week as markets were all over the place, at least from mid-week on. Aside from ongoing volatility in...

tim@emorningcoffee.com

Mar 13, 20215 min read

Any and everything that screams “value”, or benefits from higher rates and a steeper yield curve (financials), or benefits from......

tim@emorningcoffee.com

Mar 11, 202112 min read

ARK ETFs have delivered outlandish returns vis-a-vis every index imaginable, and most other ETFs and asset managers. How and why?

tim@emorningcoffee.com

Mar 8, 20216 min read

All about Docusign (#DOCU) reporting Mar 11th and CrowdStirke (#CRWD) reporting Mar 16th, the last of the 22 high flyers.

tim@emorningcoffee.com

Mar 6, 20215 min read

It was all about US Treasury yields last week, which remained stubbornly high and increased further on better-than-expected US payroll data

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