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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
Weekend Update 7/25/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Market rebounds from Monday’s COVID dip ???♂️ ⛈ Stormy Monday. Perfect storm Monday with #CyberSecurity hack, rising #ChinaTension and ongoing #COVID19 delta surge. S&P 500 fell -2% while 10-year treasury yields plummeted -8% to start week. ? Green Read More
Weekend Update 7/18/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! COVID resurgence and inflation fears sink market ??⚓️ ? Domestic COVID is back. After months of steadily declines, ?? #COVID19 rising across cases, hospitalizations and deaths. Not 4th wave yet, but some counties already Read More
Weekend Update 7/11/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Markets remain upbeat despite uncertainty ? ?♂️ What market uncertainty? Investors largely shook off #InflationFears and #COVID19 resurgence sending S&P 500 for another green week. Growth rotation continues to lead market up. ? Banks slide on Read More
Weekend Update 7/5/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Short Week with Q2 Earnings Looming ?? ? Tech is winning. Another strong market week－S&P 500 up almost +2% with Growth leading up +3%. Growth rotation led by positive M&A deal traction and Read More
Weekend Update 6/27/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Financials rebounding from last week’s bloodbath ? Strong green week. Driven by Financials, S&P 500 surged +3% with all sectors rising. Every day was green except Wednesday from Yellen’s debt limit commentary Read More
Weekend Update 6/20/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Dots and plots and yields, oh my! ? ? Rate bump in 2023? Fresh Fed commentary－(1) rate hike accelerating with potential double rate bump in 2023 and (2) 2022 bump likelihood increasing Read More
Weekend Update 6/13/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Investors shrug off #InflationFears ?♂️ Inflation hits 5% in May. Beating last month’s 13-year high of 4.2%, 12-month Consumer Price Index (CPI) growth came in at 5% for May. Surprisingly, investors mostly Read More
Weekend Update 6/6/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! #GameStonks goes to the movies ? ? Growth resurgence fades. End of May Growth party fades in June. S&P 500 almost rose another +1% last week, but on #Flight2Safety Value names. Growth underperformed relative Read More
Weekend Update 5/30/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Investors cheer strong off-cycle Growth earnings ? ? Growth relief rally. Strong week for high-growth names with a relief rally on strong #earnings. Bucking April’s overvalued mentality, last week saw a parade of Read More