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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 10, 20245 min read
Week ended August 9, 2024: back where we started
It was a highly volatile week in bond and risk markets, which makes it hard to believe that we ended the week about where we started.
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tim@emorningcoffee.com
Mar 18, 20248 min read
Anti-obesity medications: part 3, valuations of LLY and NVO
This is the 3rd and final article focused on anti-obesity drugs. It looks at valuations of shares of the two giants in this biz, LLY & NVO.
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tim@emorningcoffee.com
Mar 14, 20247 min read
Anti-obesity medications part 2: the duopoly of Eli Lilly and Novo Nordisk
Eli Lilly (LLY) and Novo Nordisk (NVO) have been large players for decades in the market for diabetes medications and are currently...
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tim@emorningcoffee.com
Mar 12, 20247 min read
Anti-obesity medications part 1: the market for anti-obesity drugs
This article is being published in instalments, of which this is the first, for context. INTRODUCTION Two macrotrends have been drivers...
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tim@emorningcoffee.com
May 27, 20235 min read
Week ended May 26, 2023: Feeling fragile
Debt ceiling drags on, Nvidia clobbers their earnings, and UK inflation rages. Still, equities power forward led by US tech and Japan.
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