Market has High, High Hopes ?

Weekend Update 8/29/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Flattening COVID cases has investor optimism up ? ? Decelerating COVID. Domestic #COVID19 delta surge seems to be flattening. Investor optimism rising as fears of further restrictions or lockdowns hampering #COVIDRecovery ease. Hopes bolstered with FDA Read More

Cyclical Pullback on Uncertainty

Weekend Update 8/22/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Fed tapering purchases EOY? ??‍♀️? ? Markets sink on Fed tapering. Markets dropped in power hour Wed as Fed commentary indicated purchase tapering by end of year. Investors mostly shook off macro Read More

Schrodinger’s Inflation? ?

Weekend Update 8/15/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Strong economic data has #InflationFears befuddled ? ? More strong economic data. Despite rising case, #COVIDRecovery still strong as 12-month consumer price index grew 5.4% again in July. #InflationFears tug ‘o war with another high inflation Read More

Travel Recovery? ✈️

Weekend Update 8/8/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Domestic travel strong, but still waiting on international… ? ?Yields rebounding. #RisingYields rebound up +4% rising as more strong economic data may accelerate Fed rate decision. Financials jumped +4% with overall S&P 500 Read More

China Shocks Market ??

Weekend Update 8/1/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! China crackdown disrupting markets ? ??  China crackdown. #ChinaTension rising as Washington relationship referred to as ‘dead end’. China cracking down particularly on Tech making investors extremely nervous. Pending M&A deal approvals likely Read More