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Month: May 2020

29May
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Work vs Unemployment Insurance
By DataTrek Researchin Blog

Work vs Unemployment Insurance

“Contacts cited challenges in bringing employees back to work, including… generous unemployment insurance benefits.” That’s the topic getting the most attention from the Federal Reserve’s latest Beige Book out yesterday. There’s…

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28May
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Yahoo Finance: "Why one strategist doesn't think the stock market rally is done"
By DataTrek Researchin IN THE NEWS

Yahoo Finance: "Why one strategist doesn't think the stock market rally is done"

Excerpt from Yahoo Finance quoting DataTrek’s Nick Colas: …. “Nick Colas at DataTrek also highlighted in an email Wednesday morning that earnings estimates for the third and fourth quarter could…

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28May
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Beige Book: Through the Valley, Huge Mountain Ahead
By DataTrek Researchin Blog

Beige Book: Through the Valley, Huge Mountain Ahead

If you think the recent rally in US equities might encourage the Federal Reserve to slow or even start to unwind its accomodative policies, just read the central bank’s Beige…

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27May
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US Small Caps As Catch-Up Trade
By DataTrek Researchin Blog

US Small Caps As Catch-Up Trade

We’ll re-ask a question we first posed to you a few weeks ago: what are the odds that the US stock market has seriously flubbed its biggest, most important call…

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26May
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CNBC: "Gamblers pivot to stock trading during lockdowns - Barstool’s Portnoy revives old E-Trade account"
By DataTrek Researchin IN THE NEWS

CNBC: "Gamblers pivot to stock trading during lockdowns - Barstool’s Portnoy revives old E-Trade account"

Excerpt from CNBC quoting DataTrek’s Nick Colas: …. “The rush of retail investors into U.S. equities is at least partly a function of a world with no casinos, no sports…

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26May
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DataTrek's Nick Colas on Bloomberg Radio
By DataTrek Researchin IN THE NEWS

DataTrek's Nick Colas on Bloomberg Radio

DataTrek’s Nick Colas was on Bloomberg Radio discussing why over 30 COVID-damaged companies may get axed from the S&P 500. Listen here!

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Read More of Our Work
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  • Inflation: 1960 – 1982, Lessons for Today
  • Normal Markets: Are We There Yet?
  • Yahoo Finance: “DataTrek co-Founder on his outlook for the S&P 500”
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DataTrek delivers one daily email on markets, data and disruption. All content comes from two highly experienced market professionals who are frequently quoted in the financial press. We help make our clients’ investment process more profitable, robust and efficient.

Recent Posts
Cyborg Stocks: Top ARKK/AIEQ Position Overlaps
January 25, 2021 by DataTrek Research
Cyborg Stocks: Top ARKK/AIEQ Position Overlaps
US Inflation 2 Ways: “Core” and Housing-Related
January 24, 2021 by DataTrek Research
US Inflation 2 Ways: “Core” and Housing-Related
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