YOUR DAILY GUIDE TO MARKETS, DATA AND DISRUPTION
Wall Street’s Go-To Commentary for Differentiated and Actionable Investment Ideas
Commentary Quoted By






Why DataTrek Research?
Unconventional Markets Data and Insight
Every capital market around the world shares one fact: investors and traders create stories about data to determine prices. To outperform, you need to know the next chapter of those stories before others do.
That’s where DataTrek comes in, delivering a daily email broken down into these sections:
- Markets: we distill complex market narratives to their core, actionable essentials
- Data: we give a snapshot of the numbers moving markets and how to profit from them
- Disruption: we unpack the greatest story of the 21st century – technological disruption – and what it means for asset prices
Decades of Real World Financial Experience
- Co Founder Nick Colas started his finance career in 1991 as a senior equity analyst at Credit Suisse, worked directly for Steve Cohen at SAC Capital, and has been a widely followed market strategist for +14 years. He was the first person on Wall Street to cover bitcoin (2013), appears regularly on CNBC and Bloomberg, and is widely quoted in the financial press.
- Co Founder Jessica Rabe is a published author on complex finance topics (Alts Democratized, Wiley 2014). She is a recognized thought leader on issues as diverse as US equity market volatility, the US legal marijuana industry, and millennial finance.
- Nick and Jessica have worked together since 2014 and started DataTrek in mid-2017.
Trial DataTrek Morning Briefings for Free
Thousands of investors and financial journalists rely on Nick and Jessica’s newsletter every day for their thought-provoking work on markets, data and disruption. See why for yourself by starting a 2-week FREE trial below.
Read More of Our Work
Big Tech Earnings Leverage: The Short Stick
If you’ve ever hammered out an earnings model you know the concept of earnings leverage, defined as “the…
Why the S&P and EM Are Working, Gold ETF Flows
Three Data items today: #1: It’s obviously very early in the year, but we got to thinking about…
Job Openings Fall & Layoffs Jump
Layoffs jumped while job openings pulled back as last year drew to a close. That’s the upshot from the…
Dollar Direction & Equity Sector Exposures
The DXY Dollar Index had a bit of a rally today, up 0.5 percent, and is 1.1 percent…
America’s Economic Recovery: Regional > National
Every Sunday in Disruption we look at traffic congestion patterns around the world, leveraging tech-enabled crowdsourced measurements from…
Money Flows, Gas, and The Wall Of Worry
Three Data items today: #1: Mutual and exchange traded fund money flows for 2020. The Investment Company Institute data…
10-Yr Treasury: Jan vs Rest-of-Year Performance
Yesterday we discussed how the S&P 500’s performance in January can be a predictor of the index’s return…
What January’s Return Signals for the Year
US equities didn’t have the smoothest start to 2021, so should that give investors pause considering the weight…
What 2020’s Equity Volatility Says for 2021
US equities are off to a rocky start to 2021 after an especially volatile 2020, which is exactly…
2021 & 2030, Shiller PE, Miami NYE
Four topics to discuss with you today. This is a Nick and Jessica mashup effort, so we’ll note the…
Email Us
For general inquiries, please email
info@datatrekresearch.com
info@datatrekresearch.com
For subscriber inquiries, please email
customer@datatrekresearch.com
customer@datatrekresearch.com
For press inquiries, please email
press@datatrekresearch.com
press@datatrekresearch.com
For legal inquiries, please email
legal@datatrekresearch.com
legal@datatrekresearch.com
For DMCA agent inquiries, please email
dmcaagent@datatrekresearch.com
dmcaagent@datatrekresearch.com