We’ve been focused on August’s historical penchant for financial asset price volatility in recent notes, and today’s iteration on the theme relates to US stock sector correlations. We have tracked this data every month since 2009, and...
Excerpt from Yahoo Finance quoting DataTrek co-founder Jessica Rabe: …. “Other market pundits said recent market volatility could generate an investing opportunity. The threshold for an “investable bottom,” however, requires a...
Excerpt from CNBC quoting DataTrek co-founder Nick Colas: …. “DataTrek’s Nick Colas is less bullish on software, and said he doesn’t see it as necessarily “safer” than tech companies that deal with hardware. Enterprise software...
Listen to DataTrek co-founder Nick Colas discuss the US-China trade war and its impact on the capital markets here on Bloomberg...
Excerpt from MarketWatch quoting DataTrek’s Nick Colas: …. “Nicholas Colas, co-founder of DataTrek Research, explains: “Since gold is priced in dollars around the world, non-U.S. central bank buying is a way for them to have...
Excerpt from Crain’s New York Business quoting DataTrek’s Nick Colas: …. “For governments that have an axe to grind to Washington, buying gold is one way to store value without helping the U.S. government fund its $1...
