Growth vs. Value? It’s Complicated.
By admin_45 in Blog

Growth vs. Value? It’s Complicated.

A sharp-eyed client with decades of capital markets experience pinged us this morning with a question about US Value versus Growth stocks from the March 23rd bottom. We always figure that if one client emails, then 10 are thinking the same...

+1% Days in Bear Markets
By admin_45 in Blog

+1% Days in Bear Markets

The S&P 500 has moved higher or lower by +1% on over half of the trading days in 2020, reflecting an unusually volatile start to the year thanks to the COVID-19 Crisis. This is our fundamental benchmark of how much investors “feel”...

Post COVID-19 World: Cannabis Jobs Needed
By admin_45 in Blog

Post COVID-19 World: Cannabis Jobs Needed

By DataTrek co-founder Jessica Rabe With more than 26 million initial claims for US unemployment insurance over the last five weeks, legalizing recreational marijuana in more US states could provide the American labor market with a new, fast growing...

Rate Markets Say No V Recovery
By admin_45 in Blog

Rate Markets Say No V Recovery

Three points today: #1: Former Fed president Narayana Kocherlakota made some waves on Friday when he proposed that the US central bank should take interest rates below zero; Fed Funds Futures (FFF) markets show no signs the market is taking that...