February 2021 - Holdun
Protection from Inflation

Protection from Inflation

Market Summary Sector rotation across the major US equity indexes took hold this week. A broadly upbeat fourth-quarter earnings season had powered Wall Street’s main indexes to record highs earlier in the week, but fears over an imminent inflation surprise...
Are we in a bubble?

Are we in a bubble?

Market Summary Another week, another record high. All Stock Index’s climbed more than 1% over the week, with the S&P 500 recording its 10th record close of 2021 alone. Positive earnings results continue to feed the upbeat market sentiment, with over 80% of reports...
Rebound Rally

Rebound Rally

Market Summary Markets recovered well this week, shaking off last week’s short-term pullback of -3.5%. The S&P 500 closed out the week up 4.7%, while the tech-heavy NASDAQ finished up 6%, both hitting new record highs in the process. Optimism around a massive...
Squeeze Them Dry

Squeeze Them Dry

After a few years of writing and talking about financial markets, you start to realize that most of what you speak about causes involuntary narcolepsy in roughly 90% of people. Ramblings about central bank policies and economic indicators aren’t exactly edge of...