tim@emorningcoffee.comAug 6, 20234 min readWeek ended Aug 4, 2023: It's August![GO STRAIGHT TO THE TABLES] We’re now into August, a normally lower-volume month, and often not the best month for equities. The table...
tim@emorningcoffee.comAug 2, 20234 min readWrong (so far)....but the Street has been, tooSeven months into the year, many of my Y/E forecasts for indices and other assets look like they will be wrong. I am in good company!
tim@emorningcoffee.comJun 3, 20234 min readWeek ended June 2, 2023Debt ceiling done as attention turns to the Fed's next move. US jobs data continues to suggest resiliency, and equities are liking it.