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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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Portfolio update: 1Q2025
The first quarter was actually quite decent for me, although the start to April has been horrible since there is nowhere to hide.
tim@emorningcoffee.com
3 days ago6 min read
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Musings to start the week
Down we go in a self-inflicted mess caused by Mr Trump's errant tariff policy. I talk about trade and budget deficits, and the week ahead.
tim@emorningcoffee.com
5 days ago5 min read
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Week ended March 28, 2025: risk markets falter after more tariffs
Mr Trump's announcement of 25% auto tariffs followed by others in the queue sent stocks spiralling down, and haven assets like gold higher.
tim@emorningcoffee.com
Mar 286 min read
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Week ended March 14, 2025: markets volatile (again)
The sell-off in global equities is getting more painful, as investors continue to shun risk and pile into safe haven assets. What makes...
tim@emorningcoffee.com
Mar 155 min read
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Week ended Mar 7, 2025: markets continue to spiral down
Tariffs followed by partial capitulation, a strategic crypto reserve, and further erosion in markets summed up another tumultuous week.
tim@emorningcoffee.com
Mar 75 min read
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Week ended Feb 21, 2025: stocks slip and bonds improve
For investors, it is not easy staying focused these days on the substantive economic and business data that matter for your portfolio....
tim@emorningcoffee.com
Feb 216 min read
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Cars, tariffs and social security "fraud"
This article summarises two articles and one podcast that are topical,: US/EU automotive tariffs, social security "fraud", and steel tariffs
tim@emorningcoffee.com
Feb 197 min read
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Balance of payments, trade and tariffs
The week started with the Trump Administration announcing tariffs on Mexico, Canada and China, the first two of which were quickly rescinded
tim@emorningcoffee.com
Feb 69 min read
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Does the "Trump rally" have legs?
Some stocks that clearly "track" President-elect Trump's varied campaign promises have rallied hard, including TSLA, BTC, COIN and KRE.
tim@emorningcoffee.com
Nov 12, 20245 min read
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