BentinPartner Advisers

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 gained a little over 1% last week despite tech underperforming, more private credit woes, Fed minutes suggesting forthcoming US rate hikes “could” be as likely as rate cuts, war mongering surrounding a possible strike on Iran and Friday’s Supreme Court decision compromising or at least complicating D. Trump’s tariffs policy.   Nasdaq...

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH More tech selling last week erased the SP500 gains for the year, pushing the Nasdaq into negative territory as more investors grew worried that more businesses will be potentially swept aside by new AI applications. What started with software and video companies and their private equity firms’ backers continued last week after Anthropic...

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH Global markets were shaken, seemingly by the choice of K. Warsh as the new Fed Chair to succeed J. Powell seen as more “hawkish” than the other candidates. While K. Warsh has been more critical of QE, having notably pushed back in 2010 against Bernanke’s move to restart QE, he is by no means a dove…It would appear that he fitted the bill to fuel...