Marc Bentin
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...
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Marc Bentin
- Feb 21, 2021
- 5 min
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,...
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Marc Bentin
- Feb 7, 2021
- 5 min
Risk On Again...
BentinPartner Weekly Dear Reader, Risk-on returned with a vengeance last week. Friday’s payrolls report came in weaker than expected...
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Marc Bentin
- Jan 31, 2021
- 5 min
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...
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Marc Bentin
- Jan 24, 2021
- 5 min
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%...
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Marc Bentin
- Jan 17, 2021
- 6 min
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...
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Marc Bentin
- Dec 23, 2020
- 8 min
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...
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Marc Bentin
- Dec 13, 2020
- 6 min
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...
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Marc Bentin
- Dec 6, 2020
- 5 min
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...
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Marc Bentin
- Nov 28, 2020
- 5 min
Rally Pfizzled
BentinPartner Weekly Dear Reader, Stocks and risky assets rallied further and the Dow reached what D. Trump labelled the “sacred” 30’000...
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Marc Bentin
- Nov 22, 2020
- 5 min
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...
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Marc Bentin
- Nov 15, 2020
- 5 min
Rotation
BentinPartner Weekly Dear Reader, The announcement last Monday of Pfizer’s (and BioNtech’s) 90% effective vaccine against Covid was...
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Marc Bentin
- Nov 8, 2020
- 5 min
Biden
BentinPartner Weekly Dear Reader, Over the past week, stocks rallied across the board on the same outcome that had them worried a few...
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Marc Bentin
- Oct 31, 2020
- 5 min
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...
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Marc Bentin
- Oct 24, 2020
- 6 min
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...
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Marc Bentin
- Oct 16, 2020
- 7 min
China Goes Digital !
BentinPartner Weekly Dear Reader, Four million (of mostly call) options were traded in Apple shares, ahead of the Iphone 12 announcement,...
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Marc Bentin
- Oct 11, 2020
- 5 min
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...
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Marc Bentin
- Oct 4, 2020
- 3 min
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...
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Marc Bentin
- Sep 27, 2020
- 5 min
Spurious Correlation...
BentinPartner Weekly Dear Reader, Last week’s unwind affected most asset classes while the dollar continued to strengthen on short...
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Marc Bentin
- Sep 21, 2020
- 7 min
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
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