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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
Jun 30, 20245 min read
Week ended June 28, 2024: Geopolitics dominate, markets lacklustre
The news narrative was dominated by elections in the UK and France, and the first Biden-Trump debate. Markets were lacklustre to close 1H24
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tim@emorningcoffee.com
Oct 16, 20213 min read
Week Ended October 15th, 2021: Goldilocks is back!
What a week! Equities bounce back with a vengeance as a combination of neural-to-good economic news and strong bank earnings are catalysts.
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tim@emorningcoffee.com
Mar 16, 202113 min read
SPAC's, the Rage of Today
What do Virgin Galactic, Nikola, DraftKings, Fisker and QuantumScape all have in common? They all went public by merging with a SPAC.
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tim@emorningcoffee.com
Mar 13, 20215 min read
Week ended March 12th and the week ahead
Any and everything that screams “value”, or benefits from higher rates and a steeper yield curve (financials), or benefits from......
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tim@emorningcoffee.com
Mar 11, 202112 min read
ARK Invest and Cathie Wood
ARK ETFs have delivered outlandish returns vis-a-vis every index imaginable, and most other ETFs and asset managers. How and why?
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tim@emorningcoffee.com
Mar 6, 20215 min read
Week Ended March 5th and the Week Ahead
It was all about US Treasury yields last week, which remained stubbornly high and increased further on better-than-expected US payroll data
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tim@emorningcoffee.com
Mar 1, 202110 min read
"New Tech" / WFH Companies: Week 5
In week 5 of the high flyers, I present four companies reporting earnings this week: Zoom, Lemonade, Snowflake and Sea Limited.
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tim@emorningcoffee.com
Feb 13, 20215 min read
Week Ended Feb 12th 2021 and the Week Ahead
This past week was more lacklustre than the two weeks before, although the outcome was a slightly more subdued version of the same....
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tim@emorningcoffee.com
Jan 30, 20215 min read
Week Ended Jan 29th 2021 and the Week Ahead
Global equity markets ended down this week between 3% and 4% almost across the board, with further risk remaining on the downside.
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