tim@emorningcoffee.comJan 27, 202210 min readBuy the Dip or Sell the Rip?Given the poor performance of equities so far this year, I wanted to take a quick high level look at valuations of a number of stocks...
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.comDec 15, 202011 min readIPOs and the story of DoorDash and AirBnBs it possible that DoorDash (market cap of $55.6 billion) is worth more than Dominos and Chipotle combined?
tim@emorningcoffee.comNov 25, 20202 min read30,000 / 19,000 /12,000: Go baby go!What could possibly go wrong? I guess that’s what bothers me most because we seem to be out of good news.
