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24Mar
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Bloomberg: "Morgan Stanley Strategists Call Time on Early Reopening Winners"
By DataTrek Researchin IN THE NEWS

Bloomberg: "Morgan Stanley Strategists Call Time on Early Reopening Winners"

Excerpt from Bloomberg quoting DataTrek’s Nick Colas: …”Nothing is really “cheap” anymore, and while flows will continue to head into cyclical stocks, the latter “will have to prove that their…

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23Mar
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Bloomberg: "Tesla, Apple Trigger Wall Street Dreams of $3 Trillion Valuation"
By DataTrek Researchin IN THE NEWS

Bloomberg: "Tesla, Apple Trigger Wall Street Dreams of $3 Trillion Valuation"

Excerpt from Bloomberg quoting DataTrek’s Nick Colas: …. “A $3 trillion market cap has to be a function of both the promise of a technology and some very tangible proof…

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21Mar
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Bloomberg: "The Number of the Week Is 7"
By DataTrek Researchin IN THE NEWS

Bloomberg: "The Number of the Week Is 7"

Excerpt from Bloomberg quoting DataTrek Research: …. “For inflation to make the switch from transitory to structural, the economy needs to see a sustained boost in capacity utilization by companies, which would…

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17Mar
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Barron's: "The Dow Fell 128 Points Because Cyclical Stocks Are Taking a Breather"
By DataTrek Researchin IN THE NEWS

Barron's: "The Dow Fell 128 Points Because Cyclical Stocks Are Taking a Breather"

Excerpt from Barron’s quoting DataTrek’s Nick Colas: …. “Now, the cyclical trade seems exhausted for the near term. “When should I sell my cyclical stocks?” was a question a client…

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17Mar
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CNBC: "Buffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling"
By DataTrek Researchin IN THE NEWS

CNBC: "Buffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling"

Excerpt from CNBC quoting DataTrek’s Nick Colas: ….”Nick Colas, co-founder of DataTrek Research, recently surveyed several hundred investors including institutions, registered investments advisors and high-net-worth individuals, and found no concern about…

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17Mar
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FT: "Americans eye return to the skies as pandemic drags on"
By DataTrek Researchin IN THE NEWS

FT: "Americans eye return to the skies as pandemic drags on"

Excerpt from the Financial Times quoting DataTrek’s Jessica Rabe: …. “Americans are becoming more interested in flying again, according to a trawl of ticket prices and online search data that…

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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
New Job? No Thanks. Wait… How Much?!
April 20, 2021 by DataTrek Research
New Job? No Thanks. Wait… How Much?!
US Unemployment: An Urban Problem
April 19, 2021 by DataTrek Research
US Unemployment: An Urban Problem
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