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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 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 7/5/2021 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 6/6/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! #GameStonks goes to the movies ? ? Growth resurgence fades. End of May Growth party fades in June. S&P 500 almost rose another +1% last week, but on #Flight2Safety Value names. Growth underperformed relative Read More
Weekend Update 5/30/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Investors cheer strong off-cycle Growth earnings ? ? Growth relief rally. Strong week for high-growth names with a relief rally on strong #earnings. Bucking April’s overvalued mentality, last week saw a parade of Read More
? April inflation at 13-year high. April 12-month inflation rate exceeded 4% hitting a 13-year high. Confirming #InflationFears, S&P 500 fell -2% Wednesday. However, recovered losses by weekend following Fed indicating multiple months of data needed before reducing monetary support.
Weekend Update 5/9/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! May opens heavy on Value rotation ?? Value rotation. With bubble fears climbing (aided by rising meme stock and joke #Crypto interest), heavy #Flight2Safety to kick off May. Value stocks up +3% MTD while Growth down Read More
? Domestic pandemic recovery strong. As cases continue to rise globally, ?? #COVIDRecovery momentum strong. #Earnings winners saw reopenings and increased spending drive beats. Even #RevengeTravel got a boost with Europe likely opening to vaccinated Americans in summer. ? International pandemic recovery not so much. #COVID19 continues to surge internationally with new all-time case highs. Companies with large international exposure were #earnings losers often Read More
Market Musings 3/31/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! TLDR: Despite Q1 weakness in growth-oriented portfolios, we view strengths in Financials and Recovery stocks to continue and near-term correction in Growth names to be a buying opportunity. The first quarter of 2021 Read More