tim@emorningcoffee.comJul 1, 20236 min readWeek ended June 30, 2023: Equity markets on fire!It was a scorching end to a fantastic first half of 2023, if you are long equities. Less so perhaps if you are long bonds. And Apple!!
tim@emorningcoffee.comJul 24, 20214 min readWeek Ended July 23, 2021: "Buy the Dip"Week ended July 23 2021. After a dismal start on Monday, investors put aside economic and pandemic concerns as S&P 500 earnings were strong
tim@emorningcoffee.comApr 17, 20214 min readWeek ended April 16th: Banks & CoinbaseUS equity markets hit new records and the UST market stabilised. Economics news was robust. Banks released earnings, Coinbase listed.
tim@emorningcoffee.comApr 15, 20218 min readCoinbase: Cryptos Gain SteamCoinbase listed on Weds via an innovative direct listing. It is an interesting company with a super-rich valuation, cryptocurrency-focused.
tim@emorningcoffee.comNov 25, 20202 min read30,000 / 19,000 /12,000: Go baby go!What could possibly go wrong? I guess that’s what bothers me most because we seem to be out of good news.