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…
Day: March 31, 2020

CNBC: "China’s coronavirus recovery is ‘a promising sign’ the US could bounce back just as quickly, says market analyst"
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…

Down Q1 Rule: What Happens Next Part 2
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…