Excerpt from CNBC quoting DataTrek’s Nick Colas: …. “January was the snap back from a deeply oversold December,” said Nicholas Colas, co-founder of DataTrek Research, in a note to clients. “The worse an asset class performed…
Month: January 2019
What A Year This Month Has Been
Back when I worked at SAC, every trader could see the real time P&L for every other person in the room. Once in a while, the entire organization would sync up,…
Axios: "More Fed than ever before"
Excerpt from Axios quoting DataTrek’s Nick Colas: …. “What to watch: Virtually no one expects the Fed to announce an interest rate hike at today’s meeting, so the focus will be on the press conference. Without the…
Taxing The Super-Rich: Easier Said…
US individual income tax rates have become an important topic of debate in American politics, with both members of the new Democrat-controlled House and presidential hopefuls pitching changes to the…
Record Tech Lobby Spending in 2018
As calls for more tech regulation grow louder, some big US tech companies are responding with record levels of lobby spending. Facebook, Alphabet, and Amazon, for example, spent more on lobbying…
Bloomberg: "The Bond Market Proves the Doubters Wrong. Again."
Excerpt from Bloomberg quoting DataTrek Research: …. “But even before those announcements, there was increased talk of a looming “earnings recession.” According to DataTrek Research, analysts as of Jan. 4 had predicted first-quarter earnings growth…