tim@emorningcoffee.comFeb 36 min readWeek ended Feb 2, 2024: Earnings, Fed and US jobsLast week dominated by five "Mag 7" companies that reported earnings (mixed bag), Fed and BoE monetary policy meetings, and economic data.
tim@emorningcoffee.comApr 30, 20228 min readWeek ended April 29th, 2022Sentiment started poorly, stabilised and then tanked, driven generally by earnings with Amazon being a key (negative) driver.
tim@emorningcoffee.comJan 12, 20223 min readFAMAG Stocks Still Matter.....A LotUpdate on the FAMAG stocks (+TSLA, NVDA), an amazing group of stocks. These cos are important contributors to the S&P 500.
tim@emorningcoffee.comApr 8, 20217 min readRevisiting the High FlyersThis article revisits 22 high flyers of which nearly all analysts' consensus revs and EPS in most recent quarter but are off their highs.
