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Is It Over or What ?
BentinPartner Weekly Dear Reader, 2021: An Exceptional Year … Last year was exceptional and wild in many respects, driven by the pandemic...
Marc Bentin
Jan 1, 20226 min read
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Meme Pas Peur...
BentinPartner Weekly Dear Reader, Last week brought in a weaker than expected US Q2 GDP growth at 2%, dragged down by supply bottlenecks,...
Marc Bentin
Nov 2, 20215 min read
21 views
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Bye To A Mercyless Vilain...Really?
BentinPartner Weekly Dear Reader, US indices rose to fresh all-time highs last week, propelled by short covering as the recent correction...
Marc Bentin
Oct 25, 20215 min read
9 views
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Inflation is Transitory and a non-issue...Really?
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,...
Marc Bentin
Feb 21, 20215 min read
35 views
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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 7, 20215 min read
17 views
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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
Jan 31, 20215 min read
13 views
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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 24, 20215 min read
23 views
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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 17, 20216 min read
31 views
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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 23, 20208 min read
30 views
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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 13, 20206 min read
15 views
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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 6, 20205 min read
17 views
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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 28, 20205 min read
14 views
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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 22, 20205 min read
20 views
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Rotation
BentinPartner Weekly Dear Reader, The announcement last Monday of Pfizer’s (and BioNtech’s) 90% effective vaccine against Covid was...
Marc Bentin
Nov 15, 20205 min read
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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 8, 20205 min read
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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
Oct 31, 20205 min read
23 views
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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 24, 20206 min read
22 views
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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 16, 20207 min read
17 views
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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 11, 20205 min read
16 views
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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 4, 20203 min read
26 views
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