When I (Nick) first started covering the autos in 1991 at the old First Boston my first course of action was to meet a slew of portfolio managers and analysts…
Day: February 23, 2021
Bloomberg: "Beaten-Up Bulls Point to Rates Rising for 'Right Reasons'"
Excerpt from Bloomberg quoting DataTrek co-founder Nick Colas: … “What seem like very lofty U.S. stock valuations are defensible if (and only if) earnings bounce back strongly in the second…
Financials Three Ways
We will freely confess to being only begrudgingly bullish on US Financials over the last few months. We’ve preferred cyclicals of all stripes, but really only found the group appealing because…