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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
Feb 279 min read
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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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!
1330
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
2050
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?
1060
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.
880
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?
820
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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