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Risk On Again...
BentinPartner Weekly Dear Reader, Risk-on returned with a vengeance last week. Friday’s payrolls report came in weaker than expected...
Marc Bentin
Feb 8, 20215 min read


Main vs. Wall Street traders
BentinPartner Weekly Dear Reader, The entire story of the past week was centered on an epic fight between Main and Wall Street traders...
Marc Bentin
Feb 1, 20215 min read


Bye bye... Buy? Buy!
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%...
Marc Bentin
Jan 25, 20215 min read


Crusting Time...
BentinPartner Weekly Dear Reader, Over the past week, US stocks shed gains from the first week of the year, dragged down by weaker than...
Marc Bentin
Jan 18, 20216 min read


Best Wishes for 2021
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...
Marc Bentin
Dec 24, 20208 min read


Soaring IPO's...
BentinPartner Weekly Dear Reader, Last week’s most noteworthy developments were the launch of a series of IPO’s that soared on their...
Marc Bentin
Dec 14, 20206 min read


Grinding Higher
BentinPartner Weekly Dear Reader, U.S. stocks climbed to all-time highs on Friday following a week of strong gains and Treasury yields...
Marc Bentin
Dec 7, 20205 min read


Rally Pfizzled
BentinPartner Weekly Dear Reader, Stocks and risky assets rallied further and the Dow reached what D. Trump labelled the “sacred” 30’000...
Marc Bentin
Nov 29, 20205 min read


Covid Positives Are Not Negative
BentinPartner Weekly Dear Reader, There was plenty of reasons to see the glass half full or half empty last week. Dealing with the bad...
Marc Bentin
Nov 23, 20205 min read


Rotation
BentinPartner Weekly Dear Reader, The announcement last Monday of Pfizer’s (and BioNtech’s) 90% effective vaccine against Covid was...
Marc Bentin
Nov 16, 20205 min read
Biden
BentinPartner Weekly Dear Reader, Over the past week, stocks rallied across the board on the same outcome that had them worried a few...
Marc Bentin
Nov 9, 20205 min read


The Fear of Consensus?
BentinPartner Weekly Dear Reader, Last week may just have been one of these bumps on the road of an everlasting growth stocks...
Marc Bentin
Nov 1, 20205 min read


Is Inflation Dead or Simply Hibernating?
BentinPartner Weekly Dear Reader, The number of US Covid infections reached 80’000 last Friday, setting a fresh record (with the number...
Marc Bentin
Oct 25, 20206 min read


China Goes Digital !
BentinPartner Weekly Dear Reader, Four million (of mostly call) options were traded in Apple shares, ahead of the Iphone 12 announcement,...
Marc Bentin
Oct 17, 20207 min read


A Golden and Lunatic Week
BentinPartner Weekly Dear Reader, Last week was chaotic and weird. It started with D. Trump being diagnosed with Covid-19 and flown to...
Marc Bentin
Oct 12, 20205 min read


Covid Spares No One...
BentinPartner Weekly Dear Reader, Last week was split in two parts; a relentless four-days short covering rally fueled by expectations...
Marc Bentin
Oct 5, 20203 min read


Spurious Correlation...
BentinPartner Weekly Dear Reader, Last week’s unwind affected most asset classes while the dollar continued to strengthen on short...
Marc Bentin
Sep 28, 20205 min read


A Long Laundry List...
In the early part of last week, equities squeezed further going into a Fed meeting of which the outcome of promising low rates for longer an
Marc Bentin
Sep 21, 20207 min read


Retail Traders On The Driver's Seat
a battery of factors compounded the idiosyncratic Tesla weakness last week namely; looming US elections and the risk of contested results
Marc Bentin
Sep 14, 20206 min read


Tesla Hits A Glass Ceiling
Tesla hit a glass ceiling on Tuesday after the second largest investor (after E. Musk) halved his investment and the company announced a sto
Marc Bentin
Sep 7, 20207 min read
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