Excerpt from Barron’s quoting DataTrek’s Nick Colas: But for investors, the closely-watched yuan/dollar rate suggests it isn’t enough to rattle the market—yet, at least. In a note to clients, DataTrek…
Day: July 15, 2020
Barron's: "Where Money Flowed in the First Half of 2020"
Excerpt from Barron’s quoting DataTrek’s Nick Colas: …. “The ETF flow data points to investors’ incremental desire to park equity capital closer to home, wrote Nicholas Colas at DataTrek Research…
Diversification Has A Short Menu Right Now
The topic of the day is asset class correlations – how much various investments have traded in/out of sync with the S&P 500 over 2020 and the last few years. Three…