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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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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.
tim@emorningcoffee.com
Aug 10, 20245 min read
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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.
tim@emorningcoffee.com
Mar 18, 20248 min read
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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...
tim@emorningcoffee.com
Mar 14, 20247 min read
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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...
tim@emorningcoffee.com
Mar 12, 20247 min read
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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.
tim@emorningcoffee.com
May 27, 20235 min read
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