A longtime client recently asked for our thoughts about the auto industry, a group we’ve followed closely since 1991 on both the buy and sell side. The following is an expanded version of what we wrote but in bite-sized chunks because there...
Excerpt from CNBC on DataTrek co-founder Nick Colas’ appearance on ETF Edge: …. “The government’s “stay-at-home” orders appear to be working well enough that U.S. businesses could be back up and running sooner than...
It’s all but official: the S&P 500 will end March lower after a down January and February, which has only happened in 5 other years over the last +6 decades. Here’s a recap on why this is an important market signal before we expand on...
Excerpt from Axios quoting DataTrek’s Nick Colas: …. “Watch this space: Thus far, “U.S. equities continue to run in lockstep with the day-to-day moves of late September/October 2008,” DataTrek Research co-founder...
“Everyone has a plan until they get punched in the mouth.” That’s Mike Tyson’s most famous quote, and as we reviewed the Federal Reserve’s 2020 Stress Test “severely adverse scenario” this weekend we couldn’t help but think...
Excerpt from Barron’s quoting DataTrek Research: …. “DataTrek believes that ETF purchases may be a way for the Fed to support the banks. Nearly 26% of the iShares iBoxx $ Investment Grade Corporate Bond ETF is bank debt, notes...
