BentinPartner Advisers

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 gained for an eight consecutive week last week, supported by expectations of a nearing resolution and optimism about the upcoming mega IPOs of SpaceX and OpenAI. In that context, BoA CIO Hartnett jumped out of the fence over the week end saying that “AI is the biggest bubble since the railroads (when it comes to the con

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report. Have a nice start of the week. Marc Bentin, Bentinpartner GmbH While US stocks managed to close marginally higher and for the seventh consecutive week (despite some serious roller coaster action), the bond market sell off last week was global with yields rising in the UK, Japan, Germany, Europe as a whole and Australia as a confluence of factors conjured from a political crisis in the UK, su

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 witnessed another week of (moderate) gains, still finishing April at all time highs with 81% of stocks so far in the reporting period, beating expectations. The Fed’s decision on Wednesday to leave rates unchanged, keeping an easing bias, despite an unusually fractious FOMC vote that saw four officials break from the co

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 climbed, led by the Nasdaq 2% weekly gain, still taking in stride the Middle East war as they remained driven by continued positive AI headlines and big earnings performance that propelled the semi sector 8% higher. The breadth among tech was not that great however with IBM and ServiceNow ending the week 10% lower. WTI