top of page
Search
Marc Bentin
Jun 12, 20225 min read
Inflation Soars and Consumer Confidence Sours
BentinPartner Weekly Dear Reader, Last week delivered some brutal trading sessions yet again, ending the period with a storm and sharp...
30 views0 comments
Marc Bentin
Jun 5, 20225 min read
Not A Storm But A Hurricane Coming (J. Dimon)
BentinPartner Weekly Dear Reader, The US Jobs report last Friday showed 390’000 jobs were created in May while the April figure was also...
13 views0 comments
Marc Bentin
May 30, 20226 min read
Squeezing The Big Short...Weekly Review
BentinPartner Weekly Dear Reader, Squeezing The Big Short... With the rejection of the lows printed on Friday last week (the one before...
19 views0 comments
Marc Bentin
May 22, 20227 min read
The New Gold Narrative is Shot...Weekly Review
BentinPartner Weekly Dear Reader, The "New" Gold Narrative is Shot... Last week was again brutal, inflicting US equity indices a seventh...
82 views0 comments
Marc Bentin
Jan 23, 20227 min read
12 Years Ago...
BentinPartner Weekly Dear Reader, 12 Years Ago... 12 years ago, Ken Rogoff and Carmen Reinhart wrote the book “This time is different”, a...
27 views0 comments
Marc Bentin
Jan 1, 20226 min read
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...
22 views0 comments
Marc Bentin
Nov 2, 20215 min read
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,...
20 views0 comments
Marc Bentin
Oct 25, 20215 min read
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...
9 views0 comments
Marc Bentin
Feb 21, 20215 min read
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,...
35 views0 comments
Marc Bentin
Feb 7, 20215 min read
Risk On Again...
BentinPartner Weekly Dear Reader, Risk-on returned with a vengeance last week. Friday’s payrolls report came in weaker than expected...
17 views0 comments
Marc Bentin
Jan 31, 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...
13 views0 comments
Marc Bentin
Jan 24, 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%...
23 views0 comments
Marc Bentin
Jan 17, 20216 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...
31 views0 comments
Marc Bentin
Dec 23, 20208 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...
29 views0 comments
Marc Bentin
Dec 13, 20206 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...
15 views0 comments
Marc Bentin
Dec 6, 20205 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...
17 views0 comments
Marc Bentin
Nov 28, 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...
13 views0 comments
Marc Bentin
Nov 22, 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...
20 views0 comments
Marc Bentin
Nov 15, 20205 min read
Rotation
BentinPartner Weekly Dear Reader, The announcement last Monday of Pfizer’s (and BioNtech’s) 90% effective vaccine against Covid was...
23 views0 comments
Marc Bentin
Nov 8, 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...
11 views0 comments
bottom of page