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Weekend Update 9/26/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! China property giant takes down global markets ??? ?? China financial crisis. Chinese property giant Evergrande remains on brink of bankrupcy. TLDR timeline: Markets ? Mon → ? Tues on payment assurances → ? rest of week despite Read More
Weekend Update 9/19/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! August inflation data points to moderating surge ? ? 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 Read More
Weekend Update 9/12/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! App Store wall is falling down… ? 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 Read More
Weekend Update 9/6/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! EU restricts US travelers due to COVID ??✈️? ?♀️ EU restricts US travel. Week started with Europe restricting US travelers due to rising #COVID19 delta cases. Travel and other #COVIDRecovery names lower with another roadblock. Over Read More
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 8/1/2021 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