tim@emorningcoffee.com
Berkshire Hathaway: 2023 results and the path forward
Berkshire Hathaway released its FY earnings on Sat. As always, there are plenty of juicy nuggets to digest.
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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.
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tim@emorningcoffee.com
Jul 20, 20237 min read
The great reveal: 1H2023 update
This article is an update to an article I penned in February regarding my personal portfolio. For me, it's painful reading!
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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
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tim@emorningcoffee.com
Sep 22, 20226 min read
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?
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tim@emorningcoffee.com
Sep 20, 20223 min read
3,200? Possible but I hope not!
This is an article based on correspondence with two readers, both coming to the same conclusion – the S&P 500 is going to drop further!
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tim@emorningcoffee.com
Jul 20, 202211 min read
Is the Crypto winter over?
BTC and its brethren have bounced back from early July lows, but is this edition of a crypto winter over? I take a look in this article.
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tim@emorningcoffee.com
Jun 7, 20228 min read
2022 so far: not a year to remember for investors!
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?
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tim@emorningcoffee.com
Jan 27, 202210 min read
Buy the Dip or Sell the Rip?
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...
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tim@emorningcoffee.com
Nov 23, 20214 min read
FOMO, TINA, YOLO and the Fed
Don't look to fundamentals to explain equity prices today – look to attitudes embedded in acronyms. And don't forget the super-easy Fed!
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