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Weekend Update 5/22/2022 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Retail tanks on supply, logistics, labor and inflation ? Retail selloff. Retailers’ profitability hit sounded the alarm with negative impact from higher markdowns, freight costs, supply disruptions and labor costs. Perfect storm Read More
Weekend Update 1/30/2022 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! S&P 500 breaks 3-week losing streak despite Fed non-committal aggression ? Aggressive Fed looms. New Fed commentary alluded to increasingly aggressive stance, but didn’t provide much concrete details. Without committing, Fed did Read More
Weekend Update 12/12/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Market liftoff on easing #COVID19 Omicron worries ? ? Omicron fears abating. Positive developments on the #COVID19 Omicron front has the market running. Cases so far seem mild with high transmissibility and Pfizer believes 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 7/5/2021 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