“Today’s prices are wrong” is the central tenet of active portfolio management. Without that belief, no manager could justify his or her role in capital markets. Systematically identifying mis-priced assets is the first line of a PM’s...
Excerpt from NBC News quoting DataTrek’s Nick Colas: ….. “Government regulations also weighed on the currency. In January, Bitcoin prices plunged 19 percent when South Korea’s finance minister said the country was considering...
Every Friday evening I watch a show called Ancient Aliens with my 91-year-old mother. She likes it for the visuals; every episode has detailed images of hundreds of archaeological sites she has visited in her life. I majored in Near Eastern...
Excerpt from Vox quoting DataTrek’s Nick Colas: …. “All year, there’s been this nonstop search for the thing that would bring this cycle to an end,” Nick Colas, the co-founder of the market insight firm Datatrek Research, told...
Excerpt from CNN Business quoting DataTrek’s Nick Colas: …. “The Russell 2000’s downfall is significant because the index is viewed as a barometer for confidence in American growth. The index contains 2,000 smaller...
Excerpt from Business Insider quoting DataTrek’s Nick Colas: …. “And Nicholas Colas, co-founder of DataTrek Research, agrees that the trucking industry has already reached a cyclical top, due to the cooling of trucking demand...
