War in Ukraine ⚔️

⚔️  Ukraine invasion. After weeks of #UkraineCrisis escalation, Russia invaded Ukraine on Wednesday night (US time). US and other NATO nations retaliated by imposing severe sanctions on Russia with little deterrence impact so far. Initially plummeting -3% premarket, S&P 500 rallied ending up +1.5% on Thursday. 🗣  Russia ready to talk? Russia agreed to send a delegation to not-so-neutral Read More

February Recovery? 🤞

☕️  Jittery markets. Markets remain extremely volatile as investor reevaluate lofty growth valuations. Winners this week include AMD surging on strong growth outlook and Amazon hiking Prime price; while losers include Meta and PayPal plummeting on slowing growth. ️🦠  Omicron in decline. 🇺🇸 #COVID19 Omicron cases sharply declining down -60% from mid-Jan peak. Investors looking to get #COVIDRecovery party started, but Read More

Fed’s No Comment Comments 🤨

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

Market Looking for Direction 🤔

🥱  Dec inflation hits 7%. Dec 12-month CPI hit 7% up from Nov’s 6.8% reading. Viewing #InflationFears potentially moderating, investors initially cheered results Wed though optimism lost stream by end of day. 🧐  Stagnant market. Markets struggling for direction as investors remain focused on #RisingYields. Some analysts now predicting 4 rate hikes this year while Fed trying to soothe markets Read More

Omicron’s Cat 🙀😸

Market Musings 12/2/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! Market rollercoaster since Omicron news broke Black Friday. We’re closely monitoring severity of symptoms, transmissibility and potential vaccine immunity for signal on #COVIDRecovery. It was a different Black Friday than we were expecting. Read More

A Different Black Friday 🦠

🦠  Omicron variant fears. New #COVID19 variant Omicron surging in South Africa has countries globally restricting travel again. Still a lot unknown about the new variant, but rampant speculation and thinly traded Black Friday sent markets nose-diving. S&P 500 fell over -2%. #COVIDRecovery names hit hard, but #RevengeTravel including hotels and airlines decimated. 🏦  Powell renominated. Overshadowed by Omicron, Biden renominated Fed Chair Read More

Strong Retail Demand 🛍

🛍  Strong retail spending. Retail #earnings were strong highlighting #COVIDRecovery consumer demand remains intact despite #InflationFears. However, #SupplyScare issues remain heading into Q4. Consumer up +4% for week. 🦠  4th Wave? #COVID19 resurgence in Europe as rising case has Austria mandating 20-day lockdown and Germany not ruling out potential lockdown either. Even  cases troughed weeks ago and rising again. Volatile market as #COVIDRecovery keeps starting and stopping. ️💸  Read More

How the Supply Chain is Stealing Christmas 🎄

Market Musings 11/3/2021 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! We expect supply chain improvement starting early next year, but unfortunately, #SupplyScare is likely peaking in the all-important Q4 holiday season. It was a recurring theme this #earnings season. Company after company reported Read More

Supply Scare 👻

🚢  Supply shortages. #SupplyScare has companies scrambling to build and ship products. Component shortages, labor shortages, rising fuel costs and delayed logistics all compounding the issue. Not boding well for Q4 🎄 season. ⚾️  Revenue strikes out. Revenue missing Street expectations is a recurring theme this #earnings season. #COVIDRecovery demand seems to be there, but companies can’t produce enough product due to #SupplyScare issues. 💸  Yields Read More