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Day: November 11, 2019

11Nov
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Markets Don’t Care How Smart You Are
By DataTrek Researchin Blog

Markets Don’t Care How Smart You Are

“Markets don’t ask why you own a position or how much work you’ve done when they decide if you’re going to make money on it.” That’s something I first heard at…

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11Nov
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MarketWatch: "Here’s what may drive stocks yet higher"
By DataTrek Researchin IN THE NEWS

MarketWatch: "Here’s what may drive stocks yet higher"

Excerpt from MarketWatch quoting DataTrek’s Nick Colas: …. “The reason is tepid earnings results throughout 2019, according to analysts at DataTrek in a Monday note. “2019’s no-growth earnings will make…

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11Nov
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CNBC: "Weak 2019 earnings growth paves the way for a strong 2020 earnings picture, boosting stocks"
By DataTrek Researchin IN THE NEWS

CNBC: "Weak 2019 earnings growth paves the way for a strong 2020 earnings picture, boosting stocks"

Excerpt from CNBC quoting DataTrek’s Nick Colas: …. “Third-quarter earnings are slated to see a 2.4% drop from last year’s third quarter, according to DataTrek Research. The first and second…

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11Nov
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WSJ: "ESG Funds Enjoy Record Inflows, Still Back Big Oil and Gas"
By DataTrek Researchin IN THE NEWS

WSJ: "ESG Funds Enjoy Record Inflows, Still Back Big Oil and Gas"

Excerpt from the Wall Street Journal quoting DataTrek’s Nick Colas: …. ” One simple explanation: No asset manager wants to deliver subpar returns. Energy stocks have been a losing bet…

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11Nov
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The US Consumer “Confidence Game”
By DataTrek Researchin Blog

The US Consumer “Confidence Game”

When it comes to determining the health of the US consumer economy, there are really just 2 key issues. The first is the “ability to spend” (employment levels and wage growth).…

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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
Q1 US GDP, No Cheap Stocks
March 3, 2021 by DataTrek Research
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NFTs, Big Tech, and the Net’s Original Sin
March 1, 2021 by DataTrek Research
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