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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
Aug 7, 20214 min read
Week Ended August 6th 2021: Strong US jobs report
Weekly update for the week ended Aug 6th 2021. USTs tank on Friday after strong jobs report, but US / global equities deliver a strong week,
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tim@emorningcoffee.com
Aug 4, 20218 min read
Alternatives when equities are super-expensive
US equities have reached record valuations. Does this matter? What can you do if you are concerned?
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tim@emorningcoffee.com
Jul 27, 20218 min read
How did we get here: US equities are expensive
Why are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?
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tim@emorningcoffee.com
Jul 20, 20213 min read
NVDA and stock splits
This article looks at the performance of #NVDA, which is doing a 4-1 stock split announced in May. NVDA is compared to #AAPL and #TSLA.
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tim@emorningcoffee.com
Jul 7, 20217 min read
Tech stocks continue to shine: a look back at 1H21
This article looks at how three groupings of tech stocks have performed vis-a-vis two broad indices and two "reopening" ETFs, focus on 1H21
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tim@emorningcoffee.com
Jun 9, 20217 min read
AMC: The Latest Meme Stock
AMC Entertainment (NYSE: AMC) is one of the so-called meme stocks that have dominated the financial news flow for much of the year. Last...
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tim@emorningcoffee.com
May 29, 20214 min read
Volatility Settles, Asset Markets Steady but Better: Week Ended May 28th
After a couple of weeks characterised by high volatility and slow starts / strong finishes, this past week was void of nearly as much drama.
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tim@emorningcoffee.com
May 22, 20215 min read
Week Ended May 21st: Not a Crypto Week!
Equities mixed, yields flattish, but the action was mainly in cryptocurrencies which got hammered last week. BTC down 40% off intraday high
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tim@emorningcoffee.com
May 18, 20218 min read
ARK Invest: Digging Deeper
This is a follow-up to the article I wrote on ARK Invest in March, because a lot has changed since then that have affected the ARK ETFs
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