Bearish Sentiment Tide Turns 🌊
Market recovers as bearish recession sentiment tides recede
75 is the new 50 (for real) 💸
Markets sink with Fed forced to aggressively hike rates to combat surging inflation
Welcome to Bear Territory 🐻
With Fed opting for speedy #InflationFears easing, the optimistic #RecessionWatch economic soft landing is looking likely out of reach.
Inflation Still Inflating 🎈
Continuing high inflation dampens hopes for Fed rate hike adjustment in fall
Financial Hurricane 🌪
Financial “hurricane” warning as investors debate recession forecast
Mr. May’s Wild Ride 🚘
S&P 500’s wild ride in May just to end essentially flat－so much for “sell in May and go away”.
Time to Get Greedy 😈
Market Musings 5/18/2022 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! S&P 500 creeping into bear market territory with likely recession near-term. While we’re not calling (nor expecting) a market bottom here, we do believe this is the time to start getting greedy. “Fearful Read More
Schrodinger’s Economy 😼
💸 Stabilizing, but still high. New CPI data with April inflation rising +8.3% Y/Y. First monthly decline in 8 months, but still extremely elevated. Readout likely not changing Fed’s aggressive #RisingYields plan yet. Markets continue sharp slide with S&P 500 down -5% through Thursday. 🛬 Hard or soft landing? Bearish sentiment continues to dominate as investors debate whether Fed #RisingYields plan Read More
Keep Calm & Stay Invested 👑
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