tim@emorningcoffee.comApr 5, 20234 min readS&P 500 1Q2023: Tech stars dominate (again)Tech companies drove the 7% return of the S&P 500 in the 1Q23. Without the "magnificent seven", the index would have been flattish.
tim@emorningcoffee.comAug 4, 20218 min readAlternatives when equities are super-expensiveUS equities have reached record valuations. Does this matter? What can you do if you are concerned?
tim@emorningcoffee.comJul 24, 20214 min readWeek Ended July 23, 2021: "Buy the Dip"Week ended July 23 2021. After a dismal start on Monday, investors put aside economic and pandemic concerns as S&P 500 earnings were strong
