Excerpt from Bloomberg quoting DataTrek’s Nick Colas: …. “‘Buy American’ is back in vogue among U.S. equity investors after a years-long global diversification push failed to bear fruit. Domestically focused equity...
US listed exchange traded funds dedicated to environmental, social and governance concerns are still quite small but are growing at a steady clip in 2019. A few data points: The current aggregate market cap for ESG ETFs stands at $11.2 billion,...
Excerpt from CNBC quoting DataTrek’s Nick Colas on Closing Bell: “It’s expected to be a ‘sloppy’ earnings season but there is one sector that is the best positioned as the first-quarter reporting gets underway, analyst Nick...
If you Google the phrase “tech adoption rates” most of the first-page results will feature a chart that shows what percent of US households had everything from a landline telephone or a car (back to 1900) all the way to a smartphone and a social...
Excerpt from Crain’s New York quoting DataTrek: …. “The scale of the losses and the seemingly impossible climb to profitability give us pause,” wrote DataTrek Research co-founder Nicholas Colas, who is also a longtime...
JP Morgan’s Jamie Dimon is bulled up on the US economy, and JPM’s upside surprise for Q1 earnings on Friday meant investors took his macro overview to heart: “If you look at the American economy, the consumer is in good shape, balance sheets...
