May 2019 Fund Flow Review

Month end means money flow analysis time at DataTrek, where we pause to look at how mutual and exchange traded fund investors have been altering their portfolio exposures. As we have …

How AI Investing Sets Up Here

Every few months we do a drop-in on a US listed exchange traded fund that uses IBM Watson artificial intelligence to pick US stocks called, appropriately enough, AI Powered Equity …

Legal Marijuana: Waiting For The Man

For all the hype around the legal marijuana industry and stocks, US online Google searches for “marijuana dispensary” are flat over the last year. Not a great sign for continued adoption …

Forget the Fed, Look At The Dollar

We want to cover two related “Data” topics today: the release of the Federal Open Market Committee meeting from April 30th/May 1st and recent moves in the dollar. #1: The …

Two Market Anomalies That Still Work

US stocks feel like they’ve hit (at best) a pause or (at worst) a brick wall over the last month, so we went looking for strategies that are outperforming. First, a …

What We Like For The Back Half of Q2

After a strong start to the year, global equities have lost some of their zip. Here are Q2 returns-to-date for a variety of US and global stock indices in dollar terms: …