Ursa

AI Crash?

October 31, 2026November 2, 2026 Ryan JueUncategorized

Weekend Update 10/31/2026 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Bubble fears drive #AI names lower as hyperscalers’ cash flow turns negative… ⏸️ Fed pause. As expected, the Fed left rates unchanged during their October meeting. However, #RateHikes odds are high Read More

Market Whiplash

October 25, 2026October 25, 2026 Ryan JueResearch, Weekend Update#AI, #GlobalTension

Oil and #AI whiplash all week…

Inflation Shock

October 18, 2026October 20, 2026 Ryan JueResearch, Weekend Update#AI, #GlobalTension, #Inflation

September #Inflation data shocks markets…

Economic Stalemate

October 11, 2026October 11, 2026 Ryan JueResearch, Weekend Update#AI, #GlobalTension, #Inflation, #RateHikes

Markets optimistically rally despite economic stalemate

Rate Hike Fears Fade

October 4, 2026October 4, 2026 Ryan JueResearch, Weekend Update#GlobalTension, #Inflation, #LaborMarkets, #RateHikes

Markets Rebound on Moderate Inflation and Weaker Jobs

October Market Preview

October 2, 2026November 4, 2026 Ryan JueMarket Musings, Research#ConsumerConfidence, #GlobalTension, #Inflation, #LaborMarkets, #RateHikes, #Recession

Market Musings 10/2/2026 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! A wild September market ends down; what’s next in October? September was a wild ride, but the S&P 500 ends down -0.5% amid rampant Middle East #GlobalTensions, Fed #RateHikes and sticky #Inflation. The Read More

Ursa

Ursa Research

AI Crash?

Market Whiplash

Inflation Shock

Economic Stalemate

Rate Hike Fears Fade

October Market Preview

Betting on a Deal

Oil Pullback

Surging Oil ?

Surging Jobs?