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💸 Yields stabilizing. #RisingYields breaks 3-week streak with 10-year treasury yield ending week down -2%. Yields peaked Mon, dropped -6% by Thur and rebounded +4% Fri. The culprit flattening yield curves as investors worry Fed underestimating #InflationFears and will need to accelerate rate hikes. 💻 Growth rebound. S&P 500 finished up almost +2% with high-growth Tech leading the way up Read More
Dollar Cost Averaging is when you break up your investment to invest portions over time at regular intervals. For example, instead of investing $10K all at once, you could invest $2K every week for 5 weeks. If you contribute to a 401K, you’re likely already using this investing strategy contributing a portion of your paycheck Read More
💸 Yields keep on rising. For 3rd straight week, #RisingYields continue tacking on another 9%. Surging energy prices, strong #COVIDRecovery data and incoming Fed action continues to drive #InflationFears and #Flight2Safety rotation. 🇨🇳 Biden/Xi virtual summit. White House reengaging Beijing holding a virtual summit later this year. Markets popped Thursday on #ChinaTension relief with S&P 500 finishing +1% for week. 🚙 Legacy auto in spotlight. General Motors Read More
Market Musings 10/6/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! Conservative Fed playing catch up to surging inflation data. We expect more volatility as incoming Fed action gets concrete timeline. High growth likely impacted; portfolios positioned for more #Flight2Safety. Markets have been incredibly Read More
📉 September pullback. S&P 500 finished September down -5%－first red month after 7 consecutive green ones. Macro uncertainty drove market correction off all-time highs as investors faced #InflationFears, #RisingYields and #ChinaTension. 💸 Yields keep rising. 10-year treasury yields rose another +5% extending last week gains. #InflationFears in focus on energy pricing surging and supply chain woes. Strong #Flight2Safety rotation with Growth down over -3% for Read More
🇨🇳 China financial crisis. Chinese property giant Evergrande remains on brink of bankrupcy. TLDR timeline: Markets 📉 Mon → 📈 Tues on payment assurances → 📈 rest of week despite indications obligations not met on Thu. Dubbed Lehman 2.0, we’re monitoring closely as China looks to stabilize situation. 🏦 Fed turning hawkish. Fed signaled purchase tapering soon though vague on timing. Accelerating rate Read More
💸 Peaking inflation? #InflationFears moderating as August 12-month CPI rose only +0.3% M/M (still up 5.3% Y/Y). 2nd month of deceleration, but we’re still monitoring 2 main questions: (1) Does inflation recede? and (2) Could this be just a temporary reprieve due to #COVID19 delta? 🇨🇳 China concerns. #ChinaTension weighing on markets again as its #COVIDRecovery stalling from new delta outbreaks and more Read More
Market Musings 9/17/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! TLDR: We’re OK with 🥈 or 🥉 place. We’re investing in legacy auto manufacturers not because they’re going to win, but because even being runner-ups present a significant investment opportunity. There’s no denying Tesla is one of Read More
😷 Stalling recovery? #COVID19 delta surge moderating, but worries over #COVIDRecovery momentum rising. Spending data shows slowing growth and company #Back2Work plans continue to get pushed back. 😬 Risk appetite contracting. Market pullback not surprising given huge August gains and post another #Crypto rise and fall. Overall, broad sector weakness as S&P 500 fell almost -2% last week. 📱 App Ecosystem breach. District Court ruled Read More
We’re excited to announce our latest feature Autopilot. Now your portfolio can automatically act on our stock recommendations! How does it work? Autopilot builds on our recent Recommendations feature. Similar to before, whenever we have a recommendation for your portfolio we’ll send you a notification. By enabling Autopilot, we’ll automatically swap you into the recommended stock after Read More