Ursa - Part 5

Strong Retail Demand 🛍

November 21, 2021 Ryan JueResearch, Weekend Update#COVID19, #COVIDRecovery, #Earnings, #InflationFears, #SupplyScare

🛍 Strong retail spending. Retail #earnings were strong highlighting #COVIDRecovery consumer demand remains intact despite #InflationFears. However, #SupplyScare issues remain heading into Q4. Consumer up +4% for week. 🦠 4th Wave? #COVID19 resurgence in Europe as rising case has Austria mandating 20-day lockdown and Germany not ruling out potential lockdown either. Even cases troughed weeks ago and rising again. Volatile market as #COVIDRecovery keeps starting and stopping. ️💸 Read More

Oct CPI Lifts Off 🚀

November 14, 2021 Ryan JueResearch, Weekend Update#COVID19, #InflationFears, #RevengeTravel

📈 Surging inflation. #InflationFears in high gear with Oct 12-month CPI rising 6.2%－3x higher than 2% annual target. Investors concerned Fed moving too slow with stubborn ‘transient’ expectations. 10-year treasury yield rebounds up +9% after pullback from conservative Fed action. 📉 Consumer sentiment falling. #InflationFears spilling onto Mainstreet. Michigan’s consumer sentiment gauge dropped to 10-year low driven by surging Read More

Fed’s Inaction Action 🦥

November 7, 2021 Ryan JueResearch, Weekend Update#COVID19, #Earnings, #InflationFears, #Metaverse, #RevengeTravel

🦥 Cautious Fed. As expected, Fed starting to taper asset purchases by $15B/month. However, Fed remains steadfast in transient #InflationFears expectations tempering rate hike forecast. 10-year treasury yield fell -7% during the week with Financials 🏦 lower with it. ✈️ Travel time. #RevengeTravel got a shot in the arm with more positive #COVID19 pill data. Compounds strong #earnings as travel restrictions ease globally. All 👀 on Read More

How the Supply Chain is Stealing Christmas 🎄

November 3, 2021November 3, 2021 Ryan JueMarket Musings, Research#COVID19, #COVIDRecovery, #Earnings, #InflationFears, #SemiShortage, #SupplyScare

Market Musings 11/3/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! We expect supply chain improvement starting early next year, but unfortunately, #SupplyScare is likely peaking in the all-important Q4 holiday season. It was a recurring theme this #earnings season. Company after company reported Read More

Supply Scare 👻

October 31, 2021 Ryan JueResearch, Weekend Update#COVIDRecovery, #Earnings, #RisingYields, #SupplyScare

🚢 Supply shortages. #SupplyScare has companies scrambling to build and ship products. Component shortages, labor shortages, rising fuel costs and delayed logistics all compounding the issue. Not boding well for Q4 🎄 season. ⚾️ Revenue strikes out. Revenue missing Street expectations is a recurring theme this #earnings season. #COVIDRecovery demand seems to be there, but companies can’t produce enough product due to #SupplyScare issues. 💸 Yields Read More

Pantry Loading 2.0? 🧻

October 24, 2021 Ryan JueResearch, Weekend Update#COVIDRecovery, #InflationFears, #RisingYields

🚢 Supply chain woes. Rising concerns #COVIDRecovery hampered by persistent supply chain issues. Consumer companies noting some consumer hoarding behavior (Pantry Loading 2.0?) as well as retail ad demand lower for holiday season. All-time high energy prices just compounding investor concerns. 💸 Yields resume climb. Erasing last week’s dip, #RisingYields resume with 10-year treasury yield up 4%. More #InflationFears bolstered by Powell’s ‘time Read More

Snap Sinks Social (Media)

October 22, 2021October 22, 2021 Ryan JueMarket Musings, Research#Earnings

Market Musings 10/22/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! Social Media sinking Friday on negative read thru from Snap’s earnings miss Snap shares fell over -25% today following #earnings yesterday whiffing revenue expectations largely due to iOS privacy changes. Worse than expected Read More

Banking on COVID Recovery 🤑

October 17, 2021October 17, 2021 Ryan JueResearch, Weekend Update#COVIDRecovery, #Earnings, #Flight2Safety, #InflationFears, #RisingYields

💸 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 💵💵💵

October 13, 2021October 13, 2021 Ryan JueInvesting 101Dollar Cost Averaging

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

New Adventures of Old Auto 🚘

October 10, 2021 Ryan JueResearch, Weekend Update#ChinaTension, #COVIDRecovery, #ElectricVehicles, #Flight2Safety, #InflationFears, #RisingYields

💸 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

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