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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
Jul 248 min read
Portfolio update: 1H2024
This is an update of my personal portfolio performance in 2Q2024 and 1H2024, good on the surface but worse than the indices would suggest.
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tim@emorningcoffee.com
Jan 73 min read
Week ended Jan 5, 2024
Sloppy start to the new year in most traditional asset markets. Credit also weakened, and the USD strengthened. Off we go!
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tim@emorningcoffee.com
Jan 231 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.
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tim@emorningcoffee.com
Dec 22, 202210 min read
Predicting stock prices: 2023
The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!
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tim@emorningcoffee.com
Sep 20, 20223 min read
3,200? Possible but I hope not!
This is an article based on correspondence with two readers, both coming to the same conclusion – the S&P 500 is going to drop further!
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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
Jan 12, 20223 min read
FAMAG Stocks Still Matter.....A Lot
Update on the FAMAG stocks (+TSLA, NVDA), an amazing group of stocks. These cos are important contributors to the S&P 500.
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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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tim@emorningcoffee.com
Oct 31, 20208 min read
Week Ended Oct 30th and the Week Ahead
This week will have one major focal point, and that is the US Presidential election on Tuesday.
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