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Weekend Update 8/29/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Flattening COVID cases has investor optimism up ? ? Decelerating COVID. Domestic #COVID19 delta surge seems to be flattening. Investor optimism rising as fears of further restrictions or lockdowns hampering #COVIDRecovery ease. Hopes bolstered with FDA Read More
Weekend Update 8/22/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Fed tapering purchases EOY? ??♀️? ? Markets sink on Fed tapering. Markets dropped in power hour Wed as Fed commentary indicated purchase tapering by end of year. Investors mostly shook off macro Read More
Weekend Update 8/15/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Strong economic data has #InflationFears befuddled ? ? More strong economic data. Despite rising case, #COVIDRecovery still strong as 12-month consumer price index grew 5.4% again in July. #InflationFears tug ‘o war with another high inflation Read More
Weekend Update 8/8/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Domestic travel strong, but still waiting on international… ? ?Yields rebounding. #RisingYields rebound up +4% rising as more strong economic data may accelerate Fed rate decision. Financials jumped +4% with overall S&P 500 Read More
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