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 The recent tech selloff was quickly erased and forgotten about as investors’ enthusiasm returned last week, enabling US stocks to close at a fresh record high, despite credit markets remaining more circumspect with free cash flow estimates still heading lower in the face of massive capex spending from Ai hyperscalers which tapped the debt markets...

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report. Have a nice start of the week. Marc Bentin, Bentinpartner GmbH Last week’s major event was the downfall of a 22-year old “wunderkind” (“Leopold Aschenbrenner, a former Opean AI researcher) who had worked at FTX’s Future Fund (Sam Bankman-Fried) who had raised his AUM to USD45bn at some point in July for his “Situational Awareness” hedge fund before dropping -67% in a couple of weeks, triggering the emergency...

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report. Have a nice start of the week. Marc Bentin, Bentinpartner GmbH US equity markets continued to face the pressure from Iran war spiraling a new with contagion spreading to the Red Sea, establishing a potential second chokepoint at the Bab el-Mandeb Strait (connecting the Middle East and especially Saudi Arabia to the West via the Suez Canal) and D. Trump vowing to consider a “massive attack, bigger than ever...