FAMAG | 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.

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?

tim@emorningcoffee.com

Sep 22, 20226 min read

This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.

tim@emorningcoffee.com

Jul 26, 20226 min read

Sentiment started poorly, stabilised and then tanked, driven generally by earnings with Amazon being a key (negative) driver.

tim@emorningcoffee.com

Apr 30, 20228 min read

Equities ended up thanks to GOOG and AMZN, and to a strong jobs report on Friday. The BoE raised its Bank Rate, and the ECB stood still.

tim@emorningcoffee.com

Feb 5, 20228 min read

What a week this was! Equities were all over the place rattled by the Fed's Q&A (post-FOMC mins), and buffeted by earnings from MSFT & AAPL

tim@emorningcoffee.com

Jan 29, 20228 min read

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...

tim@emorningcoffee.com

Jan 27, 202210 min read

Update on the FAMAG stocks (+TSLA, NVDA), an amazing group of stocks. These cos are important contributors to the S&P 500.

tim@emorningcoffee.com

Jan 12, 20223 min read

This article looks at how three groupings of tech stocks have performed vis-a-vis two broad indices and two "reopening" ETFs, focus on 1H21

tim@emorningcoffee.com

Jul 7, 20217 min read

This week was mainly about earnings as 180 of the S&P 500 companies reported their quarterly results. In summary, earnings were solid.

tim@emorningcoffee.com

May 1, 20214 min read

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