Cracks in App Store Ecosystem 📱

Ryan JueResearch, Weekend Update, , ,

😷 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

Risk Appetite Waning 🔻

Ryan JueResearch, Weekend Update, ,

😳 Bitcoin falls -25%. #Crypto leader Bitcoin fell -25% in past week and -50% since April all-time high. New restrictions, more regulation and nervous investors all contributing.  👟 Risk appetite waning. Overall S&P 500 only slightly down less than -1% last week, but #Flight2Safety sector rotation continues－Growth down -2% while Value up +1%.  🎭 Streaming plot twist. AT&T announced deal with Read More

Value Surging in May 💐

Ryan JueResearch, Weekend Update, , , ,

‍💨👟 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 slightly so far. Overall S&P 500 finished up +1%. 😰 Rising #InflationFears. Treasury Sec Yellen briefly tanked markets Tuesday saying interest rates needed to rise ‘a little bit to make sure Read More