top of page
Home: Welcome
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.
Search
Summary of 2024 in tables
This article contains a summary of full-year 2024 performance of the indices and assets tracked by EMC, plus historical data, too.
tim@emorningcoffee.com
Jan 31 min read
52
0
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!
tim@emorningcoffee.com
Aug 2, 20234 min read
95
0
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...
tim@emorningcoffee.com
Jun 6, 20234 min read
37
0
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.
tim@emorningcoffee.com
Jan 5, 20233 min read
96
0
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.
tim@emorningcoffee.com
Dec 31, 20223 min read
43
2
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
tim@emorningcoffee.com
Nov 8, 20227 min read
80
0
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).
tim@emorningcoffee.com
Aug 30, 20229 min read
208
0
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?
tim@emorningcoffee.com
Jun 7, 20228 min read
82
0
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!
tim@emorningcoffee.com
Feb 24, 20227 min read
67
0
Home: Blog2
bottom of page