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Day: July 23, 2018

23Jul
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Barron's "Dow Treads Water; Knocking on Gates to ‘Stockpickers Paradise’?"
By DataTrek Researchin IN THE NEWS

Barron's "Dow Treads Water; Knocking on Gates to ‘Stockpickers Paradise’?"

Excerpt from latest Barron’s article quoting DataTrek co-founder Nick Colas: …. “If proof is in the earnings pudding, then investors should be frolicking. Only it’s not pudding investors are eating,…

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23Jul
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MarketWatch: "By this measure, the Dow is at its most volatile since 9/11"
By DataTrek Researchin IN THE NEWS

MarketWatch: "By this measure, the Dow is at its most volatile since 9/11"

Excerpt from MarketWatch’s latest article quoting DataTrek: …. “According to DataTrek Research, the Dow’s standard deviation of daily returns — a measure of the scale of daily percentage moves, in…

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23Jul
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CNBC: "Despite strong second-quarter earnings, analysts are not raising profit forecasts"
By DataTrek Researchin IN THE NEWS

CNBC: "Despite strong second-quarter earnings, analysts are not raising profit forecasts"

Excerpt from Jeff Cox’s latest article for CNBC quoting DataTrek’s Nick Colas: …. “Expectations for the July-to-September period have changed little even as earnings momentum otherwise has grown. Analysts surveyed…

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23Jul
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Tech: Bigger Is Much, Much Better
By DataTrek Researchin Blog

Tech: Bigger Is Much, Much Better

We came across three stories in tech-disruption land over the weekend that really hammered home the importance of scale across both fundraising and business execution. It is a theme that goes…

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Read More of Our Work
  • Yahoo Finance: “Why the stock market could double twice by 2040”
  • MarketWatch: “Expect another quarter of big earnings beats, as Wall Street estimates were likely overly depressed”
  • Big Tech Earnings Leverage: The Short Stick
  • Why the S&P and EM Are Working, Gold ETF Flows
  • Bloomberg: “S&P 500 Profit Recession May End as Companies Trounce Estimates”
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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
Big Tech Earnings Leverage: The Short Stick
January 14, 2021 by DataTrek Research
Big Tech Earnings Leverage: The Short Stick
Why the S&P and EM Are Working, Gold ETF Flows
January 14, 2021 by DataTrek Research
Why the S&P and EM Are Working, Gold ETF Flows
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