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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.

First quarter 2025 review of markets

The 1Q2025 is in the bag, not an easy quarter. US stocks performed poorly, but gold and European stocks did well. Treasuries also did ok.

tim@emorningcoffee.com

Mar 312 min read

The sell-off in global equities is getting more painful, as investors continue to shun risk and pile into safe haven assets. What makes...

tim@emorningcoffee.com

Mar 155 min read

Inflation continues to confound, although investors largely shook it off. Market volatility remains elevated but stocks better WoW.

tim@emorningcoffee.com

Feb 154 min read

This article contains a summary of full-year 2024 performance of the indices and assets tracked by EMC, plus historical data, too.

tim@emorningcoffee.com

Jan 31 min read

Both equity and bond markets lost ground last week, although Chinese stocks were positive as well the NASDAQ following TSLA earnings.

tim@emorningcoffee.com

Oct 26, 20245 min read

This is a guest post about gold, penned by online investment firm BullionVault. Gold has just pierced $2,100/oz, reaching a record high.

tim@emorningcoffee.com

Mar 5, 20244 min read

Since I write a lot about markets and macroeconomic topics, it is only fair that I talk about my own investment portfolio.

tim@emorningcoffee.com

Feb 23, 20237 min read

The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.

tim@emorningcoffee.com

Jan 5, 20233 min read

2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?

tim@emorningcoffee.com

Jun 7, 20228 min read

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