tim@emorningcoffee.comOct 195 min readWeek ended October 18, 2024: more recordsUS stocks and gold hit more record highs. S&P 500 earnings mixed: banks strong, chip companies mixed, luxury struggles.
tim@emorningcoffee.comJan 21, 20235 min readWEEKLY: News mixed, markets skid sidewaysMarkets largely slid sideways this week. Large tech companies continue layoffs. Economic data suggests peak inflation has been reached.
tim@emorningcoffee.comJul 26, 20226 min readFAMAG earnings: investors on edgeThis is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.
tim@emorningcoffee.comApr 8, 20217 min readRevisiting the High FlyersThis article revisits 22 high flyers of which nearly all analysts' consensus revs and EPS in most recent quarter but are off their highs.
tim@emorningcoffee.comJan 23, 20215 min readWeek Ended Jan 22, 2021 and the Week AheadWeekly update covering equities, credit and safe haven assets.