tim@emorningcoffee.com
Week ended Sept 20, 2024: central bank decisions feature
Last week was mainly about a trifecta of central bank decisions, with most attention focused on the Fed. The Fed Funds rate was reduced .50%
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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
Aug 2, 20234 min read
Wrong (so far)....but the Street has been, too
Seven months into the year, many of my Y/E forecasts for indices and other assets look like they will be wrong. I am in good company!
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tim@emorningcoffee.com
Jun 6, 20234 min read
OPEC+ is at it again
This past weekend, OPEC+ jumped back into action to address falling oil prices by curtailing supply. In fact, as we now have learned, it...
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tim@emorningcoffee.com
Jan 5, 20233 min read
My 2023 year-end guesses
The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.
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tim@emorningcoffee.com
Dec 31, 20223 min read
WEEKLY: Damn glad that's over!
It was a holiday shortened, rather lacklustre week in markets. Good that 2022 is over. FY returns were poor across equities and bonds.
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tim@emorningcoffee.com
Nov 8, 20227 min read
Windfall taxes are a stupid idea
Windfall taxes are economically stupid, which might be why politicians seem to like the idea so much. Banks and energy companies are at risk
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tim@emorningcoffee.com
Aug 30, 20229 min read
Revisiting Saudi Aramco
Saudi Aramco did a much-watched IPO in Dec 2019. This article looks at the performance of the shares since the IPO (and other IOCs).
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tim@emorningcoffee.com
Jun 7, 20228 min read
2022 so far: not a year to remember for investors!
2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?
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tim@emorningcoffee.com
Feb 24, 20227 min read
Oil update: prices skyrocket
With oil approaching $100/bbl, it is hard to imagine that demand and supply were so out of line in April 2020 that oil prices went negative!
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