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Weekend Update 10/24/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Time to stock up on toilet paper again? ? ? Supply chain woes. Rising concerns #COVIDRecovery hampered by persistent supply chain issues. Consumer companies noting some consumer hoarding behavior (Pantry Loading 2.0?) as well Read More
Weekend Update 10/17/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Bank earnings highlight #COVIDRecovery confidence ?? ? Yields stabilizing. #RisingYields breaks 3-week streak with 10-year treasury yield ending week down -2%. Yields peaked Mon, dropped -6% by Thur and rebounded +4% Fri. The Read More
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
Market Musings 10/6/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! Conservative Fed playing catch up to surging inflation data. We expect more volatility as incoming Fed action gets concrete timeline. High growth likely impacted; portfolios positioned for more #Flight2Safety. Markets have been incredibly Read More
Weekend Update 10/2/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Green Oct start on potential #COVID19 pill ?? ? September pullback. S&P 500 finished September down -5%－first red month after 7 consecutive green ones. Macro uncertainty drove market correction off all-time highs Read More
Weekend Update 8/15/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Strong economic data has #InflationFears befuddled ? ? More strong economic data. Despite rising case, #COVIDRecovery still strong as 12-month consumer price index grew 5.4% again in July. #InflationFears tug ‘o war with another high inflation Read More
Weekend Update 8/8/2021 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Domestic travel strong, but still waiting on international… ? ?Yields rebounding. #RisingYields rebound up +4% rising as more strong economic data may accelerate Fed rate decision. Financials jumped +4% with overall S&P 500 Read More
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