A longtime client recently asked for our thoughts about the auto industry, a group we’ve followed closely since 1991 on both the buy and sell side. The following is an expanded…
Month: March 2020
CNBC: "China’s coronavirus recovery is ‘a promising sign’ the US could bounce back just as quickly, says market analyst"
Excerpt from CNBC on DataTrek co-founder Nick Colas’ appearance on ETF Edge: …. “The government’s “stay-at-home” orders appear to be working well enough that U.S. businesses could be back up…
Down Q1 Rule: What Happens Next Part 2
It’s all but official: the S&P 500 will end March lower after a down January and February, which has only happened in 5 other years over the last +6 decades. Here’s…
Axios: "Investment pros are selling while mom and pop buy the coronavirus dip"
Excerpt from Axios quoting DataTrek’s Nick Colas: …. “Watch this space: Thus far, “U.S. equities continue to run in lockstep with the day-to-day moves of late September/October 2008,” DataTrek Research co-founder…
The Fed’s Downside Dow Target
“Everyone has a plan until they get punched in the mouth.” That’s Mike Tyson’s most famous quote, and as we reviewed the Federal Reserve’s 2020 Stress Test “severely adverse scenario” this…
Barron's: "Why the Federal Reserve Is Buying Bond ETFs"
Excerpt from Barron’s quoting DataTrek Research: …. “DataTrek believes that ETF purchases may be a way for the Fed to support the banks. Nearly 26% of the iShares iBoxx $…