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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

Apr 27, 20248 min read

Week ended April 26, 2024: Earnings feature

Risk markets bounced back this week, although yields on Treasuries moved higher. GOOG, META, MSFT and TSLA released earnings.

tim@emorningcoffee.com

Mar 4, 20234 min read

Earnings season ended and data was sparse. Equities rallied, gaining in the US for the first time in 4 weeks. Bond yields rose.

tim@emorningcoffee.com

Oct 22, 20226 min read

Headlines says it all. More turmoil in U.K. politics (and 10.1% CPI). Decent S&P 500 earnings, TSLA and SNAP disappoint. Yen softens.

tim@emorningcoffee.com

Jul 26, 20226 min read

This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.

tim@emorningcoffee.com

Jan 12, 20223 min read

Update on the FAMAG stocks (+TSLA, NVDA), an amazing group of stocks. These cos are important contributors to the S&P 500.

tim@emorningcoffee.com

Oct 30, 20218 min read

FAMAG/other corp earnings/news, US 3Q21 GDP, UK '22 budget, ECB rate decision, Biden fiscal plan, G20 / COP26 meetings..lots to move markets

tim@emorningcoffee.com

Jul 20, 20213 min read

This article looks at the performance of #NVDA, which is doing a 4-1 stock split announced in May. NVDA is compared to #AAPL and #TSLA.

tim@emorningcoffee.com

May 1, 20214 min read

This week was mainly about earnings as 180 of the S&P 500 companies reported their quarterly results. In summary, earnings were solid.

tim@emorningcoffee.com

Apr 8, 20217 min read

This article revisits 22 high flyers of which nearly all analysts' consensus revs and EPS in most recent quarter but are off their highs.

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