Markets sharply rebound as #Goldilocks euphoria returns
Strong bank earnings and market rotation offset weakening high-growth.
Cautious, sideways market with big earnings week on tap
Powell pours cold water on inflation peak rally
💸 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 summit. White House reengaging Beijing holding a virtual summit later this year. Markets popped Thursday on #ChinaTension relief with S&P 500 finishing +1% for week. 🚙 Legacy auto in spotlight. General Motors Read More
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