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More AI Gains...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin, Bentinpartner GmbH Major equity markets delivered additional gains last week, supported by more short squeezes, following the publication of a relatively tame US inflation report on Friday and the perspective of the Fed cutting rates this week while favorable prospects for a US-China truce ahead of the coming meeting between US President Trump and
Marc Bentin
Oct 27, 20258 min read


Grinding Higher...
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 closed the week with additional gains despite kind of freaking out on Thursday after Zions and Western Alliance Bancorp plunged, falling victims of fraud on loans to funds invested in distressed commercial mortgages. Earlier on Tuesday, J. Dimon (CEO of JP Morgan) had warned about “cockroaches” in the credit market dur
Marc Bentin
Oct 20, 20257 min read


Some Strains in the AI Capex Spending Binge...
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 suffered a 2% to 3% selloff last week with concerns of the past couple weeks crystalizing that the AI world is moving to a new era of corporate entanglement with Open AI investing tens of billions in AMD in exchange for promises to buy mountains of AMD chips, after Nvidia invested billions in Open AI as well… Some incr
Marc Bentin
Oct 13, 20257 min read


Is Private Equity the New Subprime?
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
Oct 6, 20257 min read


A Two-Tiered Economy...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
Sep 22, 20259 min read


US Stocks buoyed by Weak Economic Data...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
Sep 15, 20259 min read


The "untold" Story of China...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
Sep 8, 20258 min read


Ending ‘Goldilocks summer’ ?
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
Sep 1, 202511 min read


J. Powell Announces A Fed Pivot...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
Aug 25, 20257 min read


Hard to Scare...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
Jul 14, 20257 min read


From WW3 to Gold Crosses in One Week...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
Jun 30, 20257 min read


Paul Tudor Jones and J. Gundlach Speak Out...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
Jun 16, 20256 min read


US Imports Are Falling Hard...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
Jun 2, 20257 min read


In Memoriam...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
May 26, 20259 min read


Moody's Wake-up Call...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report. Have a nice start of the week. Marc Bentin,...
Marc Bentin
May 19, 20258 min read


Pressure Mounts on Asian Pegs...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
May 12, 20256 min read


Squeezes and Black Out...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
May 5, 20257 min read


Some Salutary Backpedalling...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
Apr 28, 20256 min read


This Time IS Different...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
Apr 14, 20258 min read


The VIX “fear index” Doubled...
BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week. Marc Bentin,...
Marc Bentin
Apr 7, 20256 min read
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