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.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...
