“If Candidate X wins the Democratic Party nomination for President, stocks will fall by Y amount” is something we’ve been reading more often of late. We tend to discount such statements pretty heavily, but since several of the...
Yahoo Finance quoting DataTrek’s Nick Colas: …. “Research from DataTrek holds this year’s rally in the S&P 500 in even higher regard. The S&P 500’s return is close to double the last decade’s mean return of 13.5%. If...
“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 the old SAC Capital many years ago and I have never forgotten it. Its...
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 for easy [comparables]...
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 quarter saw 0.4% declines in earnings...
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 this year. But research from the Federal...
