AI Crash?

Weekend Update 10/31/2026 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Bubble fears drive #AI names lower as hyperscalers’ cash flow turns negative… ⏸️ Fed pause. As expected, the Fed left rates unchanged during their October meeting. However, #RateHikes odds are high Read More

Stuck Markets

Weekend Update 2/15/2026 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Markets slide despite “good” economic data… ? Jobs surge. So much for #LaborMarkets signal from the private payrolls miss last week… January nonfarm payrolls rose by 130K while unemployment fell to Read More