Bad news: Google missed on revenues after the close today, sending the stock down 7% after hours. Good news: if you are overweight the S&P Technology sector, this actually means nothing to you. Google is part of the Communications Services...
To understand the difference between traditional business models and newer tech-enabled disruptive paradigms, consider the following basic valuation and DuPont model analysis of two financial companies whose products you likely use today: The setup:...
With the beginning of golf season finally here, we’ll tee off today’s Story Time Thursday with a question for readers who play the sport: do you get more nervous about putting for birdie or par? As a golfer myself I’ll admit that as much...
Watch DataTrek co-founder here on CNN discuss the outlook for Tesla! “Tesla lost $702 million in the first quarter of 2019, more than double what analysts predicted. Should the company be taking on a different business model? DataTrek’s...
Excerpt from Yahoo Finance quoting DataTrek’s Nick Colas: …. “Corporate earnings are coming in better than expected. But that’s not the only factor responsible for the S&P 500’s record high earlier this week. Investors are...
Fed Funds Futures markets are on the move, becoming much more dovish over the last week. The most recent data (link at the end of this section to the CME FedWatch tool): June FOMC meeting expectations: the odds of a rate cut have increased from...
