Today we want to update a theme we’ve been developing in recent weeks: changes in Q2 2018 earnings expectations for US large cap stocks. This is important work for three reasons: Markets know 2018 will deliver excellent earnings comparisons...
Thanks to all of you who participated in last week’s DataTrek Tech Disruption survey. We know the questions covered a lot of ground, so we appreciate your powering through and giving us so much useful information. Today we’d like to share the...
Prince Harry is pretty much our favorite British royal. He doesn’t seem to take his huge win the birth lottery too seriously, and his time in the British Army Air Corps included flying Apache helicopters in Afghanistan. His charity work now...
MarketWatch’s Anora Gaudiano wrote an article on DataTrek Co-founder Jessica Rabe’s recent work on volatility in the stock market. Check it out below! “Declining volatility, at least as measured by one popular index, since the...
In our Markets section we outlined Harvard professor Clayton Christensen’s paradigm for understanding Disruptive Innovation. In a nutshell, real disruption comes when: A new entrant, often with a different business model than existing players,...
The VIX may have climbed to 14.6 today, but it’s still running below this year’s average of 17.2. In fact, before today’s selloff the last 2 VIX closes had a 12-handle, something we hadn’t seen since January. A few points here: The VIX...
