meme | E-Morning Coffee

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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.

tim@emorningcoffee.com

May 186 min read

Week ended May 17, 2024: it was an "everything up" week

The week started with a short-lived meme frenzy, which fade quickly. Slightly weaker US data then took centre stage.

tim@emorningcoffee.com

Feb 105 min read

Week ended Feb 9th, 2024: S&P 500 closes above 5,000

Memes are dead I suppose, but not meme-like price performance. And yawn – the S&P 500 reaches ANOTHER record high while bonds get hammered.

tim@emorningcoffee.com

Jan 27, 202210 min read

Buy the Dip or Sell the Rip?

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

Jun 12, 20213 min read

Week Ended June 11th: Focus on ECB Decision and May CPI

Weekly update, attention focused on ECB policy and US May CPI. Markets reacted well, but look bored - meme stocks and crypto vol dominate.

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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