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Weekend Update 3/27/2022 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Strong semi rally on Senate hearing for US foundry manufacturing funding ? Biden visits NATO. President Biden traveled to NATO HQ in Belgium for discussions on ongoing #UkraineCrisis. Cautious market optimism with more Read More
Weekend Update 3/20/2022 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Fed finally hikes yields amid #UkraineCrisis and new #COVID19 China lockdowns ? Fed hikes rate. No surprise, Powell announced Fed Rate hiked by 0.25%. Increasingly more hawkish (likely overcompensating for misjudging “interim” Read More
Weekend Update 3/13/2022 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Oil surges on new sanctions, but moderates on potential OPEC supply increase ? Weaponizing oil. US adds new #UkraineCrisis sanction banning Russian oil sending crude oil prices surging. However, OPEC member UAE signaled willingness Read More
Weekend Update 3/6/2022 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Ukraine continues resisting Putin aggression on infrastructure and civilians ☢️ Nuclear threat. More escalation in #UkraineCrisis as Putin’s forces attack infrastructure including a nuclear power plant fire that fortunately was put out without dangerous Read More