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Weekend Update 8/22/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Fed tapering purchases EOY? ??♀️? ? Markets sink on Fed tapering. Markets dropped in power hour Wed as Fed commentary indicated purchase tapering by end of year. Investors mostly shook off macro Read More
Weekend Update 6/13/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Investors shrug off #InflationFears ?♂️ Inflation hits 5% in May. Beating last month’s 13-year high of 4.2%, 12-month Consumer Price Index (CPI) growth came in at 5% for May. Surprisingly, investors mostly 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 5/23/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Massive crypto pullback has risk appetite waning ? ? 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 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
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
Market Musings 3/9/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! TLDR: High-growth stocks enter correction territory. Despite today’s rebound, we’re still neutral on Growth names and believe high quality still depressed #COVIDRecovery names have solid prospects to outperform into next year. While markets Read More