tim@emorningcoffee.comJul 15, 20233 min readWeek ended July 14, 2023: Investors party!Stock and bond investors party hard, with equities ripping and US Treasury yields dropping sharply. A benign June CPI report was key driver
tim@emorningcoffee.comFeb 8, 20235 min readEarnings (so far): good or bad?Earnings for S&P 500 companies have been "better-than-expected" so far. Does this tell the whole story? Stocks are ripping anyway!
