BentinPartner Advisers

BentinPartner Weekly Dear Reader, Squeezing The Big Short... With the rejection of the lows printed on Friday last week (the one before...

BentinPartner Weekly Dear Reader, The "New" Gold Narrative is Shot... Last week was again brutal, inflicting US equity indices a seventh...

BentinPartner Weekly Dear Reader, 12 Years Ago... 12 years ago, Ken Rogoff and Carmen Reinhart wrote the book “This time is different”, a...

BentinPartner Weekly Dear Reader, 2021: An Exceptional Year … Last year was exceptional and wild in many respects, driven by the pandemic...

BentinPartner Weekly Dear Reader, Last week brought in a weaker than expected US Q2 GDP growth at 2%, dragged down by supply bottlenecks,...

BentinPartner Weekly Dear Reader, US indices rose to fresh all-time highs last week, propelled by short covering as the recent correction...

BentinPartner Weekly Dear Reader, US Retail sales climbed 5.3% last month (and +7.4% from a year ago) after decreasing 1.0% in December,...

BentinPartner Weekly Dear Reader, Risk-on returned with a vengeance last week. Friday’s payrolls report came in weaker than expected...

BentinPartner Weekly Dear Reader, The entire story of the past week was centered on an epic fight between Main and Wall Street traders...

BentinPartner Weekly Dear Reader, In 2008, the US debt/GDP ratio was 41%. In 2019 it reached 87%. In 2020 it crossed 100%, ending at 108%...

BentinPartner Weekly Dear Reader, Over the past week, US stocks shed gains from the first week of the year, dragged down by weaker than...

BentinPartner Weekly Dear Reader, As 2020 draws to an end, I wish to thank you for your readership and wish you and your loved ones the...

BentinPartner Weekly Dear Reader, Last week’s most noteworthy developments were the launch of a series of IPO’s that soared on their...

BentinPartner Weekly Dear Reader, U.S. stocks climbed to all-time highs on Friday following a week of strong gains and Treasury yields...

BentinPartner Weekly Dear Reader, Stocks and risky assets rallied further and the Dow reached what D. Trump labelled the “sacred” 30’000...

BentinPartner Weekly Dear Reader, There was plenty of reasons to see the glass half full or half empty last week. Dealing with the bad...

BentinPartner Weekly Dear Reader, The announcement last Monday of Pfizer’s (and BioNtech’s) 90% effective vaccine against Covid was...

BentinPartner Weekly Dear Reader, Over the past week, stocks rallied across the board on the same outcome that had them worried a few...

BentinPartner Weekly Dear Reader, Last week may just have been one of these bumps on the road of an everlasting growth stocks...

BentinPartner Weekly Dear Reader, The number of US Covid infections reached 80’000 last Friday, setting a fresh record (with the number...