Investing Made Simple
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
Weekend Update 10/31/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Supply chain issues spooking investors ? Supply shortages. #SupplyScare has companies scrambling to build and ship products. Component shortages, labor shortages, rising fuel costs and delayed logistics all compounding the issue. Not boding Read More
Weekend Update 10/24/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Time to stock up on toilet paper again? ? ? Supply chain woes. Rising concerns #COVIDRecovery hampered by persistent supply chain issues. Consumer companies noting some consumer hoarding behavior (Pantry Loading 2.0?) as well Read More
Market Musings 10/22/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! Social Media sinking Friday on negative read thru from Snap’s earnings miss Snap shares fell over -25% today following #earnings yesterday whiffing revenue expectations largely due to iOS privacy changes. Worse than expected Read More
Weekend Update 10/17/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Bank earnings highlight #COVIDRecovery confidence ?? ? Yields stabilizing. #RisingYields breaks 3-week streak with 10-year treasury yield ending week down -2%. Yields peaked Mon, dropped -6% by Thur and rebounded +4% Fri. The Read More
Dollar Cost Averaging is when you break up your investment to invest portions over time at regular intervals. For example, instead of investing $10K all at once, you could invest $2K every week for 5 weeks. If you contribute to a 401K, you’re likely already using this investing strategy contributing a portion of your paycheck Read More
Weekend Update 10/10/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! #ElectricVehicles reviving legacy automakers ? Yields keep on rising. For 3rd straight week, #RisingYields continue tacking on another 9%. Surging energy prices, strong #COVIDRecovery data and incoming Fed action continues to drive #InflationFears and #Flight2Safety rotation. ?? Biden/Xi virtual Read More
Market Musings 10/6/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! Conservative Fed playing catch up to surging inflation data. We expect more volatility as incoming Fed action gets concrete timeline. High growth likely impacted; portfolios positioned for more #Flight2Safety. Markets have been incredibly Read More
Weekend Update 10/2/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Green Oct start on potential #COVID19 pill ?? ? September pullback. S&P 500 finished September down -5%－first red month after 7 consecutive green ones. Macro uncertainty drove market correction off all-time highs Read More
Weekend Update 9/26/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! China property giant takes down global markets ??? ?? China financial crisis. Chinese property giant Evergrande remains on brink of bankrupcy. TLDR timeline: Markets ? Mon → ? Tues on payment assurances → ? rest of week despite Read More