#Flight2Safety | Ursa

Farewell 2022 🥃

January 11, 2023January 17, 2023 Ryan JueMarket Musings, Research#BigTech, #COVID19, #COVIDRecovery, #Flight2Safety, #InflationFears, #RisingYields, #RiskOn, #UkraineCrisis

Despite opening on #COVIDRecovery optimism, 2022 was a year of skyrocketing #InflationFears, global #UkraineCrisis shock, and #RisingYields disbelief

Tale of Two Retailers 🛍

November 20, 2022November 19, 2022 Ryan JueResearch, Weekend Update#Flight2Safety, #InflationFears, #RecessionResilient, #RisingYields

Mixed retail data shows consumer confidence cooling

Sobering Markets ☕️

September 1, 2022September 2, 2022 Ryan JueMarket Musings, Research#Flight2Safety, #InflationFears, #RecessionResilient, #RecessionWatch, #RisingYields

Runaway peaking inflation rally hits a wall. Still early innings for #RisingYields as markets reevaluate #RecessionWatch impact.

July’s High High Hopes 🎵

August 3, 2022August 3, 2022 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #Flight2Safety, #InflationFears, #RecessionResilient, #RisingYields, Bear Market

Strong July rebound as markets rally on peaking inflation sentiment. The next bull market or just overly optimistic?

Halftime Report 🏈

July 6, 2022July 6, 2022 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #Dividends, #Flight2Safety, #InflationFears, #RecessionResilient, #RecessionWatch, #RevengeTravel, #RisingYields, #UkraineCrisis, Bear Market

Halftime 2022－we’re down -21% YTD with a recession looming. Where do we go from here?

Welcome to Bear Territory 🐻

June 16, 2022 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #COVIDRecovery, #Flight2Safety, #Growth, #InflationFears, #RecessionResilient, #RecessionWatch, #RisingYields, #UkraineCrisis, Bear Market, Bull Market, Dollar Cost Averaging, Fed, Recession

With Fed opting for speedy #InflationFears easing, the optimistic #RecessionWatch economic soft landing is looking likely out of reach.

Keep Calm & Stay Invested 👑

May 9, 2022 Ryan JueMarket Musings, Research#COVIDRecovery, #Flight2Safety, #InflationFears, #RecessionWatch, #RevengeTravel, #RisingYields, #UkraineCrisis

Market Musings 5/9/2022 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! We focus on fundamentally strong investments with long-term time horizons to weather market down cycles Coming into 2022, market sentiment was already increasingly bearish with aggressive #RisingYields expected to combat surging #InflationFears. #UkraineCrisis Read More

Hawkish Plans 💸

April 10, 2022April 9, 2022 Ryan JueResearch, Weekend Update#COVID19, #Flight2Safety, #InflationFears, #RisingYields

📈 Yields spike. Fed March meeting minutes released signaled very hawkish discussions around raising yields in 0.5% increments and starting balance sheet reduction as soon as May. Fed looks to be VERY aggressive with #RisingYields to combat #InflationFears. 10-year treasury yield spiked +14% to new YTD highs. ✈️ Flight to safety. High-growth technology names led markets lower on #RisingYields and more reports Read More

Fed’s No Comment Comments 🤨

January 26, 2022January 26, 2022 Ryan JueMarket Musings, Research#COVIDRecovery, #Flight2Safety, #InflationFears, #RisingYields, #SemiShortage, #SupplyScare

Market Musings 1/26/2022 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! Fed commentary alluded to increasingly aggressive stance, but didn’t provide much concrete details. We continue to believe Fed will need to get more aggressive through 2022 to combat #InflationFears. #RisingYields fear has fueled Read More

Investors Flee Growth 💨👟

January 9, 2022January 9, 2022 Ryan JueResearch, Weekend Update#COVID19, #Flight2Safety, #InflationFears, #RisingYields

💨👟 Fleeing growth. 2022 started right where 2021 ended with fear around lofty Growth valuations in a #RisingYields environment. While overall S&P 500 down -2% for week, heavy #Flight2Safety Value rotation all week with Growth underperforming Value by over 5%. 📝 Hawkish Fed minutes. Compounding already negative Growth sentiment, Fed Dec meeting notes released indicate quicker balance sheet reduction under consideration Read More

Tag: #Flight2Safety