tim@emorningcoffee.comFeb 27, 20236 min readStock repurchases (thanks Mr Buffet)In his Letter to Shareholders, Mr Buffet raised the issue of the 1% excise tax on stock repurchases, a bad idea. I think he is right!
tim@emorningcoffee.comDec 22, 202210 min readPredicting stock prices: 2023The consensus view is that stocks will rise modestly in 2023. History has proven one thing – analysts will be wrong!
tim@emorningcoffee.comNov 6, 20216 min readWeek Ended November 5th, 2021The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!