stocks | E-Morning Coffee 2/12

Home: Welcome

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.

tim@emorningcoffee.com

Feb 144 min read

Week ended Feb 14, 2025: markets slightly better

Inflation continues to confound, although investors largely shook it off. Market volatility remains elevated but stocks better WoW.

tim@emorningcoffee.com

Feb 85 min read

Last week was the second week running that the start of the week was characterised by turmoil, this time caused by tariff threats. Mr...

tim@emorningcoffee.com

Jan 52 min read

We start 2025 with a mixed picture, not surprising in that the new year consisted of a holiday week. Friday was better in US stocks.

tim@emorningcoffee.com

Dec 21, 20245 min read

Confident that another stellar year for U.S. stocks was coming to a close, investors were jolted from their complacency when the Federal...

tim@emorningcoffee.com

Dec 7, 20247 min read

Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record

tim@emorningcoffee.com

Sep 22, 20226 min read

Love it or hate it, the fact is that Tesla's stock performance has left nearly all peers – tech and automotive – in the dust. Now what?

tim@emorningcoffee.com

Sep 20, 20223 min read

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!

tim@emorningcoffee.com

Jan 27, 202210 min read

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.com

Nov 8, 20218 min read

This article looks at recent performance of and valuation metrics of the FAMAG stocks and four others: SHOP, NVDA, TSLA and NFLX.

Home: Blog2