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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
Mar 18, 20248 min read
Anti-obesity medications: part 3, valuations of LLY and NVO
This is the 3rd and final article focused on anti-obesity drugs. It looks at valuations of shares of the two giants in this biz, LLY & NVO.
590
tim@emorningcoffee.com
Jan 2, 202431 min read
Some investment "thoughts" to start off the new year
2023 was an amazing year for nearly all traditional asset classes around the world. Can this carry-on? This article covers my thoughts.
2030
tim@emorningcoffee.com
Jul 26, 20226 min read
FAMAG earnings: investors on edge
This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.
660
tim@emorningcoffee.com
Nov 8, 20218 min read
Enjoy these stocks if you own them; tread carefully if you don’t
This article looks at recent performance of and valuation metrics of the FAMAG stocks and four others: SHOP, NVDA, TSLA and NFLX.
1150
tim@emorningcoffee.com
Jul 27, 20218 min read
How did we get here: US equities are expensive
Why are equities at historically high levels less than 1.5 years following a pandemic unlike anything experienced in 100 years?
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