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…
Category: 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…
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…
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…
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…
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…