Check out CNBC’s latest article quoting DataTrek’s Nick Colas on the 2-year Treasury yield as an attractive risk-free alternative to stocks. Especially with increasing market volatility: “As much as every investor …
Unique Value Proposition
Our time-proven idea generation centers on finding underappreciated investment themes and opportunities. From our popular “Off-The-Grid” datasets to in-depth coverage of behavioral finance concepts, we help make your investment process more robust and effective.
We believe useful, high quality investment commentary can be both affordable and transparently priced.
Focused on Data and Disruption
We concentrate on two themes for much of our daily work.
Data analytics: both investors and industry increasingly focus on data-driven analysis and we follow that approach in our work.
Innovative disruption: technology creates an accelerating pace of profound disruption across every industry and geography. We have a long track record of identifying these trends and helping you profit from them.
Capital markets don’t discount some risk factors until they become obvious, and by then it is too late. To find problems-to-be, you need to go against prevailing wisdom.
We help do that work for you, with an objective and balanced approach to both potential risk and return across a wide range of asset classes.
We also know how to search for the next “Big Thing”. Nick was the first brokerage analyst to write extensively on bitcoin, and Jessica was the first to survey individual pot stores in Colorado to track trends in price, units and mix.
Readable and Actionable Daily Content
Investment research should be both engaging and useful; we have a long history of producing such content on a daily basis.
We deliver actionable institutional-grade insights that an entire investment team, from junior trader to senior PM or experienced wealth advisor, can appreciate and apply.
One Boomer + One Millennial = A Fresh Perspective
Nick and Jessica have produced some of Wall Street’s most followed daily market commentary as a team over the last four years. We see what others don’t.
Nick Colas has been on Wall Street since 1986, doing everything from covering the auto industry for a major investment bank to working directly for one of the most storied hedge fund managers in the business.
Jessica Rabe finished college at the age of 19, wrote her first investment book in the same year, and has since developed a wide institutional following in topics as diverse as millennials and fintech, and the growth of the legal pot business in the US.
As a bonus feature, we also personally visit and review +50 websites daily looking for 6-8 links of other fresh and thought-provoking work in the business. Just as important: we tell you WHY we think the content is worth your time.