DataTrek’s Nick Colas and Jessica Rabe were on the Estimize Roundtable podcast last night. They discussed the current market environment and how they think equities will trade the rest of Q1. They also shared where they think cryptocurrencies...
“Wall Street stock analysts? Meh. In a bull market, you don’t need them; in a bear market, they will kill you.” As a long time brokerage single-stock analyst, that saying has always irked me. But I also know many experienced money managers...
DataTrek’s Nick Colas was on CNBC yesterday with Kelly Evans, Bill Griffeth, Michael Santoli, and Kenny Polcari talking about the recent market recovery. Lots of grounded covered in a short time. Check it out here!...
Startups strive for the magic $1 billion valuation to become a so called “unicorn”, but even when they do, is it always justified? In many cases, not so, at least according to one recent study from the National Bureau of Economic Research and...
Our most basic thesis on bitcoin is this: every day it doesn’t die, it gets a little stronger. That has nothing to do with price levels, mind you. It could go to $1,000 and its market value would still be $16 billion – a “Unicorn” 16-times...
One of our favorite investment games is called “What if I told you…” Some examples: What if I told you the Republican Party will hold on to the House and Senate during the midterm elections… Would that matter to your perspective on US...
