Election Winners & Losers ??
Trump won－so what does this mean for stocks?
Trick or Goldilocks ?
Markets sharply rebound as #Goldilocks euphoria returns
Bank Beats ?
Strong bank earnings and market rotation offset weakening high-growth.
Calm Before the Storm ?
Cautious, sideways market with big earnings week on tap
The Long Road Ahead ?
Powell pours cold water on inflation peak rally
New Adventures of Old Auto ?
Weekend Update 10/10/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! #ElectricVehicles reviving legacy automakers ? 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 Read More
Electric Vehicles: An Underdog Story
Market Musings 9/17/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! TLDR: We’re OK with ? or ? place. We’re investing in legacy auto manufacturers not because they’re going to win, but because even being runner-ups present a significant investment opportunity. There’s no denying Tesla is one of Read More