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If You Cannot Beat Them...
BentinPartner Weekly During a tumultuous week, most US stocks eked additional gains despite a minor setback for large Mag7 stocks which...
Marc Bentin
Jul 14, 20247 min read
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Gold ETF Outstandings and Price Diverge...
BentinPartner Weekly During a holiday shortened week, US stocks rallied strongly, led for the most part by tech stocks (and tesla in...
Marc Bentin
Jul 7, 20245 min read
105 views
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So Far So Good...
BentinPartner Weekly Stocks ended the quarter with another small string of tech led gains with lots of adverse currents dissimulated by a...
Marc Bentin
Jun 30, 20247 min read
96 views
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A Tale of Two Markets...
BentinPartner Weekly Last week delivered a contrasting picture with US markets posting fresh records (the equal weighed SP500 dropped...
Marc Bentin
Jun 17, 20246 min read
51 views
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ECB and BoC Cut Rates
BentinPartner Weekly Over the past week, Tech and mega cap stocks rallied to new all-time highs with Nvidia becoming a 3trn company after...
Marc Bentin
Jun 9, 20246 min read
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Weaker US Data...
BentinPartner Weekly Tech stocks managed to close unchanged last week with a last-minute squeeze on Friday but some of the large cap tech...
Marc Bentin
Jun 2, 20245 min read
53 views
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Hawkish Fed & (but?) Strong Nvidia Report
BentinPartner Weekly Global markets were moved by three events last week; the publication of relatively hawkish Fed minutes on Wednesday...
Marc Bentin
May 26, 20245 min read
69 views
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"In Gold We Trust"
BentinPartner Weekly Stocks turned into a cartoon early last week after “roaring Kitty”, the retail trading celebrity re-emerged on...
Marc Bentin
May 19, 20246 min read
51 views
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US Consumers Growing More Concerned...
BentinPartner Daily Over the past week, stocks posted additional gains despite mixed earnings and more evidence of a slowing economy that...
Marc Bentin
May 12, 20246 min read
33 views
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Tapering QT...
BentinPartner Daily Last week ended moderately in the green with an improved (but not entirely cleared yet) technical situation following...
Marc Bentin
May 4, 20246 min read
30 views
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A Disappointing CPI Print...
BentinPartner Daily After a quiet start of the week, markets received a disappointing CPI print which laid bare the disconnect between a...
Marc Bentin
Apr 14, 20245 min read
42 views
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Flying at MAG7-2...
BentinPartner Daily Over the past week, stocks rallied supported by what was deemed to be a dovish J. Powell following last Wednesday’s...
Marc Bentin
Mar 24, 20248 min read
59 views
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A Not So Tame Inflation Story...
BentinPartner Daily Over the past week, US stocks posted minor losses with markets still looking more jittery after a second straight...
Marc Bentin
Mar 17, 20245 min read
35 views
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A Confusing Job Market...
BentinPartner Daily January Factory orders declining by -3.6% (vs. -2.9% expected and a flat number reported previously) along with...
Marc Bentin
Mar 10, 20246 min read
49 views
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Total US Debt > $33trn
BentinPartner Daily Lat week’ s set of US economic data delivered the picture of a slowing US economy with rather persistent inflation....
Marc Bentin
Mar 3, 20245 min read
50 views
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Nvidia...
BentinPartner Daily US stocks recovered from a tech led selloff on Tuesday when Palo Alto Networks dropped 30%, falling from its pedestal...
Marc Bentin
Feb 25, 20246 min read
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CPI and PPI Picking Up...
BentinPartner Daily Both the CPI and PPI showed inflation picked up last week, showing a reacceleration in inflationary pressures. This...
Marc Bentin
Feb 18, 20246 min read
50 views
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Another AI Powered Stock Market Gain....
BentinPartner Daily Primarily focussed on their own optimism, stocks pursued their march higher last week, propelled by more gains in...
Marc Bentin
Feb 11, 20246 min read
58 views
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A Confusing Job Report
BentinPartner Daily After an initial selloff, stocks recovered to close the week in the green despite having to contend with Fed Chair...
Marc Bentin
Feb 4, 20245 min read
60 views
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Goldilocks or Something Else?
BentinPartner Daily US stocks notched a third week of gains as cooling inflation data (Q4 Core PCE was reported at 2.0%, matching Q3)...
Marc Bentin
Jan 29, 20245 min read
51 views
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