tim@emorningcoffee.com
Week ended Nov 8, 2024: Markets adapt to president-elect Trump
Last week was mainly about the US election, which D Trump and the Republicans won in a landslide. The "Trump trade" was full on.
top of page
Home: Welcome
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.
Search
tim@emorningcoffee.com
Nov 34 min read
The US election: things you should know
Here are a few last-minute thoughts on the US election which will be held on Tuesday, Nov 5. A lot is at stake, but Weds, the world goes on
490
tim@emorningcoffee.com
Dec 7, 20238 min read
Spending your retirement savings
I wrote about portfolio allocation pre-retirement a few weeks ago. This article is about “sizing” your drawdowns after you retire.
2760
tim@emorningcoffee.com
Sep 20, 20235 min read
Guns or butter?
"Guns or butter" is a macroeconomic concept regarding govt budget allocation, but this article is about similar consumer decisions.
740
tim@emorningcoffee.com
May 30, 20233 min read
BIPs, RIPs and CHIPs
Get ready for the next FOMC meeting and a market rip following the debt ceiling agreement. Want to better understand semiconductors?
710
tim@emorningcoffee.com
May 2, 20236 min read
Decisions, decisions, decisions: inflation and consumer preferences
Headline inflation might be on the way down, but it is declining very slowly in the US and the EU, and remains in double-digits in the...
450
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
2010
tim@emorningcoffee.com
May 10, 202214 min read
The Federal Reserve and the Decade of 2010-2020
The decade 2010-20 involved a very hands-on approach by the Fed to steer the US economy out of a deep recession. What lessons can be learnt
1970
tim@emorningcoffee.com
Oct 8, 20214 min read
About that transitory inflation........
I continue to believe that inflation will be transitory, but supply-push inflation will cause inflation to be higher longer.
780
Home: Blog2
bottom of page