Hey Google… Which Way to K Street?
Which company do you think spent the most on lobbying during President Obama’s last couple of years in office? The answer is Boeing, which many of you probably could have guessed. …
Financial Times: “US fundraising for ‘blank cheque’ buyout vehicles hits record”
Financial Times latest article quoting DataTrek’s Nick Colas: “Funds have been raised at a record rate in the US this year for shell companies that offer a ‘blank cheque’ to …
Dividends Are More Important Than Buybacks
Yesterday we reviewed the 2006 – present data regarding the corporate reinvestment rates of S&P 500 companies: how much of their earnings get plowed back into the business versus paid …
MarketWatch: Here’s a sign stock-market volatility is going to remain under wraps in the months ahead
MarketWatch’s latest article featuring DataTrek Nick Colas’ work on sector correlations: “Stock-market volatility has subsided after a February spike, and there’s a reason to think it will remain under wraps …
Banking on the Blockchain
Bitcoin remains a controversial topic for many, but most people we talk to see real promise in the blockchain. That is shorthand for the computer-based public ledger of transactions that underpins …
Q2’s Best and Worst ETF Investment Themes
What do you think is the best performing US listed ETF so far in Q2 2018? The answer is the ProShares UltraShort MSCI Brazil Fund (BZQ), up 63% in the quarter. …
Barron’s: “Why Trade Wars Don’t Matter for the Dow…Until They Do”
Barron’s latest article quoting DataTrek’s Nick Colas: ….”Of course, the meeting ended badly enough that a trade war between the U.S. and its allies is a real possibility. The market, …
A Bitcoin ETF? Not Yet…
As we sit writing this note late Sunday afternoon, bitcoin is trading around $6,800 – less than half its levels at the start of the year ($13,860). Current prices are also …
CNBC: Banks Missing Out on Payment Boom?
“Nick Colas, Datatrek Research, addresses financial services offered by smaller companies like Acorn and Adyen and whether big banks are missing out. With CNBC’s Mike Santoli and CNBC Contributor Evan …
What We Tell Aspiring Finance Professionals
I started on Wall Street in the summer of 1984, working in the mailroom at Alliance Capital while in college. A career in finance was not my goal; my undergrad degree …