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Ursa Research

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

Betting on a Deal

September 27, 2026September 28, 2026 Ryan JueResearch, Weekend Update#GlobalTension, #RateHikes

Markets rally banking on hopes for an imminent #GlobalTensions peace deal…

Oil Pullback

September 19, 2026September 19, 2026 Ryan JueResearch, Weekend Update#GlobalTension, #RateHikes

Markets rebound on oil pullback; can it hold?

Surging Oil ?

September 12, 2026September 12, 2026 Ryan JueResearch, Weekend Update#GlobalTension, #Inflation, #RateHikes

Surging Oil and #RateHikes have markets on edge

Surging Jobs?

September 7, 2026September 7, 2026 Ryan JueResearch, Weekend Update#GlobalTension, #LaborMarkets

Strong #LaborMarkets have #RateHikes rising again…

September Market Preview

September 2, 2026September 2, 2026 Ryan JueMarket Musings, Research#AI, #BigTech, #GlobalTension, #Inflation, #LaborMarkets, #RateHikes

What’s driving stock markets in September?