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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
Jan 31 min read
Summary of 2024 in tables
This article contains a summary of full-year 2024 performance of the indices and assets tracked by EMC, plus historical data, too.
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tim@emorningcoffee.com
Jun 25, 20246 min read
US deficits / debt soar; should you care?
US deficits are soaring, along with US debt to finance the "exceptional growth" of the US. Can this continue?
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tim@emorningcoffee.com
Oct 26, 20234 min read
3Q2023 portfolio update
The 3Q23 was not good for stocks and bonds, reflected in the returns in my own portfolio. But returns YtD have been decent enough.
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tim@emorningcoffee.com
Oct 9, 20237 min read
Deficits spiral, Congress disappoints
The decision-making ability of Congress is poor and getting worse, just as US deficits spiral higher and higher. Something needs to be done
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tim@emorningcoffee.com
Aug 30, 20239 min read
Social Security: crash and burn?
The US Social Security trust fund is expected to be depleted by 2033/4. Why, and what does this mean for me? How does Soc Security work?
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tim@emorningcoffee.com
Apr 24, 20237 min read
The US debt ceiling debacle
The debt ceiling is front & centre as the date the US Treasury runs out of cash is drawing dangerously near. Here's my two cents, enjoy!
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tim@emorningcoffee.com
Jan 5, 20233 min read
My 2023 year-end guesses
The Street pros provide year-end 2023 projections for stocks and bonds, so why not EMC? Here are my guesstimates and rationales.
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tim@emorningcoffee.com
Jun 7, 20228 min read
2022 so far: not a year to remember for investors!
2022 has been an abysmal year for most indices and asset classes globally, with the exceptions being oil, gold and the FTSE 100. Now what?
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tim@emorningcoffee.com
Oct 20, 20215 min read
Is the bond market doing the Fed's dirty work?
The bond market looks to be doing the Fed's dirty work, sending short term yields to post-pandemic highs. Is the Fed being too methodical?
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