to the moon | E-Morning Coffee

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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.

tim@emorningcoffee.com

Dec 77 min read

Week ended Dec 6, 2024: risk markets and USTs better, Bitcoin soars to record

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

Nov 2711 min read

A quick look at MicroStrategy (MSTR)

MicroStrategy (MSTR) has had an amazing run since it adopted its Bitcoin accumulation strategy in Aug 2020. Has it run too far too fast?

tim@emorningcoffee.com

Nov 18, 20238 min read

Week ended Nov 17, 2023: stocks and bonds rally

Stocks and bonds rallied hard this week, with stocks first getting a boost from better-than-expected earnings, and then by disinflation data

tim@emorningcoffee.com

Feb 5, 20234 min read

Week ended Feb 3rd, 2023

Until the end of the week, the data and earnings were saying one thing and investors were hearing another. Markets decent though till Fri.

tim@emorningcoffee.com

Jan 27, 20234 min read

Economic outlook vs stock prices

Economic data is mixed. Cautious corporate and cautious bank outlooks are causing anxiety, but are not keeping stock markets from rallying

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