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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 22, 20246 min read
Week ended June 21, 2024
European and most US equity indices better, with UST yields widening across the curve. Focus in on elections in the UK and Europe.
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tim@emorningcoffee.com
May 25, 20245 min read
Week ended May 24, 2024: NVDA rallies boosting US stocks
Both equity and bonds were a touch softer last week. Even stellar earnings by NVDA could not completely save the day, although amazing.
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tim@emorningcoffee.com
Aug 26, 20236 min read
Week ended Aug 25th 2023: Nvidia, Jackson Hole and real interest rates
Rather uneventful week in markets although equities generally better and yields a touch wider. Focus was on Jackson Hole, NVDA and rates.
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tim@emorningcoffee.com
Aug 20, 20235 min read
Week ended August 18, 2023: China and USTs steal thunder
This week was quiet although the slow drift lower for equities and bonds continued. China's economy and higher UST yields were the focus.
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tim@emorningcoffee.com
May 27, 20235 min read
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.
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tim@emorningcoffee.com
Jul 20, 20213 min read
NVDA and stock splits
This article looks at the performance of #NVDA, which is doing a 4-1 stock split announced in May. NVDA is compared to #AAPL and #TSLA.
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tim@emorningcoffee.com
Feb 22, 202113 min read
"New Tech" / WFH Companies: Week 4
4th instalment of coverage of high flying companies, including Airbnb, DoorDash, Nvidia, Etsy, Teladoc and Square. Buyer beware!
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