tim@emorningcoffee.comApr 66 min readWeek ended April 5, 2024: equities and bonds declineStocks and bonds declined last week, although stocks ended the week on a positive note after a strong US jobs report. Gold and oil higher.
tim@emorningcoffee.comSep 20, 20235 min readGuns or butter?"Guns or butter" is a macroeconomic concept regarding govt budget allocation, but this article is about similar consumer decisions.
tim@emorningcoffee.comAug 30, 20229 min readRevisiting 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.comApr 3, 20228 min readWeek ended April 1st 2022Oil settles, inflation rages, Ukraine-Russia war drags on. The result? Equities rally, Treasuries get hammered. The yield curve inverts.
tim@emorningcoffee.comFeb 24, 20227 min readOil update: prices skyrocketWith 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.comOct 8, 20214 min readAbout that transitory inflation........I continue to believe that inflation will be transitory, but supply-push inflation will cause inflation to be higher longer.
