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Weekend Update 11/28/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! New COVID variant has markets in Black Friday tailspin ? ? Omicron variant fears. New #COVID19 variant Omicron surging in South Africa has countries globally restricting travel again. Still a lot unknown about the Read More
Weekend Update 11/21/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Strong retail data leads market into start of holiday season ? ? Strong retail spending. Retail #earnings were strong highlighting #COVIDRecovery consumer demand remains intact despite #InflationFears. However, #SupplyScare issues remain heading into Q4. Consumer up +4% for week. Read More
Weekend Update 11/14/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Perfect storm pushing latest inflation reading 3x higher than target ? Surging inflation. #InflationFears in high gear with Oct 12-month CPI rising 6.2%－3x higher than 2% annual target. Investors concerned Fed moving too Read More
Weekend Update 11/7/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Tapering coming, but Fed maintains slow approach ? Cautious Fed. As expected, Fed starting to taper asset purchases by $15B/month. However, Fed remains steadfast in transient #InflationFears expectations tempering rate hike forecast. 10-year Read More
Market Musings 11/3/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! We expect supply chain improvement starting early next year, but unfortunately, #SupplyScare is likely peaking in the all-important Q4 holiday season. It was a recurring theme this #earnings season. Company after company reported Read More