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Month: November 2019

26Nov
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“Strong January” Playbook Update
By DataTrek Researchin Blog

“Strong January” Playbook Update

Our “Strong January Playbook”, or historical analysis of what happens after the S&P 500 has outsized gains in January, continues to work each month of 2019 almost to a T. Abnormally…

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25Nov
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Darwin and Debt
By DataTrek Researchin Blog

Darwin and Debt

Today (Sunday) marks the 160th anniversary of the publication of Charles Darwin’s “On the Origin of Species”; I am celebrating the event by visiting the Creation Museum in Petersburg, Kentucky…

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22Nov
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Bad News: Americans Are Saving Again
By DataTrek Researchin Blog

Bad News: Americans Are Saving Again

Saving money is good for individuals but bad for the economy as a whole. That is the “paradox of thrift” mentioned everywhere from the Bible (Proverbs 11:24) to Keynes’ economic theories…

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21Nov
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CNBC: "The worst of the global economic slowdown may be in the past"
By DataTrek Researchin IN THE NEWS

CNBC: "The worst of the global economic slowdown may be in the past"

Excerpt from CNBC quoting DataTrek’s Nick Colas: …. “DataTrek research co-founder Nicholas Colas said that examining employment trends in critical states like Pennsylvania, Indiana, Michigan and Ohio show that ‘there…

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21Nov
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Market Volatility? Whatever…
By DataTrek Researchin Blog

Market Volatility? Whatever…

“Risk is the feeling of disutility caused by uncertainty.” That is the definition I learned at Chicago in business school and it has stuck with me for the last 30 years.…

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20Nov
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All I Want For Christmas Is Disruption 2019
By DataTrek Researchin Blog

All I Want For Christmas Is Disruption 2019

With Black Friday kicking off Holiday 2019 next week, the best deals from various retailers have started to trickle out. As we continue to highlight, there’s the fewest possible number of…

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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
US Unemployment: An Urban Problem
April 19, 2021 by DataTrek Research
US Unemployment: An Urban Problem
Ecommerce Losing Share as US Economy Reopens
April 16, 2021 by DataTrek Research
Ecommerce Losing Share as US Economy Reopens
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