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Fed Rate Cuts Hope (re) Emerge...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin, Bentinpartner GmbH US stocks saw additional broad-based weakness last week despite a “goldilocks” Nvidia report and anecdotal evidence that the Job market remained resilient last September. Global liquidity conditions and risk appetite were also impaired by a sharp decline in JPY and Japanese bond markets, in response to Japan’s new Prime Minister
Marc Bentin
4 days ago7 min read


ORCL,MSTR & OWL Concerns...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin, Bentinpartner GmbH Last week unwound in a similar way as the week before with a miraculous squeeze that took the markets away from a technical danger zone despite a week marked by building economic and financial troubles. Indicators of risk appetite left scars for the week, with bitcoins ignoring Friday’s equity markets squeeze, and shedding -14
Marc Bentin
Nov 177 min read


Closer to 1927 than 2007...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin, Bentinpartner GmbH US stocks suffered a mild correction last week (despite a nice late Friday afternoon rally that took all major indices away from near term technical danger zones), still with some bellwether tech names suffering a notable correction as question marks were raised on the sustainability of the AI (especially for Meta and Open AI),
Marc Bentin
Nov 107 min read


Whistling Past The Graveyard...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin, Bentinpartner GmbH Over the past wee, the SP500 added 0.7%, driven by the overall performance of the AI and MAG7 segment while semis surged 3.6%. That said, the equally weighed SP500 dropped -1.7% on the week, trending lower, showing the narrow nature of the outperformance as the same time as Nvidia became the first USD5trn market cap company. At
Marc Bentin
Nov 38 min read
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