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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
Aug 12, 20214 min read
Wealth inequality and race
There is a wealth inequality issue in many countries around the world, including the US. This is exacerbated when considering race.
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tim@emorningcoffee.com
Aug 7, 20214 min read
Week Ended August 6th 2021: Strong US jobs report
Weekly update for the week ended Aug 6th 2021. USTs tank on Friday after strong jobs report, but US / global equities deliver a strong week,
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tim@emorningcoffee.com
Aug 4, 20218 min read
Alternatives when equities are super-expensive
US equities have reached record valuations. Does this matter? What can you do if you are concerned?
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tim@emorningcoffee.com
Jul 7, 20217 min read
Tech stocks continue to shine: a look back at 1H21
This article looks at how three groupings of tech stocks have performed vis-a-vis two broad indices and two "reopening" ETFs, focus on 1H21
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tim@emorningcoffee.com
Jun 9, 20217 min read
AMC: The Latest Meme Stock
AMC Entertainment (NYSE: AMC) is one of the so-called meme stocks that have dominated the financial news flow for much of the year. Last...
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tim@emorningcoffee.com
May 29, 20214 min read
Volatility Settles, Asset Markets Steady but Better: Week Ended May 28th
After a couple of weeks characterised by high volatility and slow starts / strong finishes, this past week was void of nearly as much drama.
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tim@emorningcoffee.com
May 22, 20215 min read
Week Ended May 21st: Not a Crypto Week!
Equities mixed, yields flattish, but the action was mainly in cryptocurrencies which got hammered last week. BTC down 40% off intraday high
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tim@emorningcoffee.com
May 15, 20215 min read
Week Ended May 14th: Volatility, Inflation back in Focus
Volatile and inflation were back in focus, as markets wobbled this past week. Read more in "Week Ended May 14th".
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tim@emorningcoffee.com
May 8, 20215 min read
Week Ended May 7th and the Week Ahead
European equity markets performed nicely last week, whilst there was heightened volatility in US equity markets. USTs, gold, oil gained.
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