Weekend Update 2/28/2026
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Hotter-than-expected Producer #Inflation shakes markets…
🙄 Tariffs 2.0. The White House reimposed 15% global #Tariffs after the Supreme Court struck down last year’s. This time under Section 122 of the Trade Act of 1974 allowing for up to 15% for 150 days. However, after 150 days, Congress would need to approve any extension.
🤖 Sell the AI news. #AI chip leader Nvidia reported a massive beat and raise as the infrastructure buildout continues to rapidly grow. However, markets growing cautious on the future when the massive spend still isn’t seeing any near-term return.
️💸 Hot producer inflation. January Core PPI was moderate, but overall PPI and surprisingly Services PPI was much hotter. #Inflation progress looking more uncertain as producer #Inflation continues to diverge from consumer. The S&P 500 ends down -0.4% for the week.
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As of the publish date, Ursa portfolios may own NVDA. These securities may cease to be portfolio holdings at some point in the future. Any mention of these securities is for purely informational purposes only and NOT investment advice.
The statements, opinions and analyses presented here are provided as general information. This article is the opinion of the author. Anything within this article should NOT be considered an investment recommendation or advice. See Ursa’s full disclosures here.