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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.

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.

tim@emorningcoffee.com

Feb 27, 20249 min read

This article is an update to an article I penned in February regarding my personal portfolio. For me, it's painful reading!

tim@emorningcoffee.com

Jul 20, 20237 min read

Stocks do not always go up over shorter periods, but they do over longer periods. This article provides empirical support, see for yourself

tim@emorningcoffee.com

Feb 14, 20237 min read

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?

tim@emorningcoffee.com

Sep 22, 20226 min read

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!

tim@emorningcoffee.com

Sep 20, 20223 min read

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.

tim@emorningcoffee.com

Jul 20, 202211 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

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...

tim@emorningcoffee.com

Jan 27, 202210 min read

Don't look to fundamentals to explain equity prices today – look to attitudes embedded in acronyms. And don't forget the super-easy Fed!

tim@emorningcoffee.com

Nov 23, 20214 min read

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