Two items today, which are more closely intertwined than one might think at first glance: #1: The first round of Federal Reserve bank stress test results, which included the novel WUV-shaped COVID Crisis recovery analysis, were out today. This...
Excerpt from CNBC quoting DataTrek Research: …. “This is not 1999, at least not yet,” DataTrek Research said recently in a blog post. “Yes, there are echoes. But the Google search data shows the rush of new investors/traders is...
“There’s always a reason” is the trader mantra, and we thought about that today as we watched US equity markets roll over hard. The headlines about COVID spread did not help, to be sure, but anyone with access to the Internet and a ruler...
Two items today: #1: WTI Crude Oil prices are back over $40/barrel, and that got us thinking about US gasoline prices from a few perspectives: The vast majority of working Americans (85%) commute to work in their personal vehicles or carpool, so gas...
Excerpt from Bloomberg quoting DataTrek’s Nick Colas: …. “The historical data points to a good future U.S. equity investment environment even if Democrats sweep the White House and Congress this November,” DataTrek co-founder...
Excerpt from Barron’s quoting DataTrek Research: …. “They should relax. Since 1945, the S&P 500 has averaged a 14.4% gain when Democrats controlled both the presidency and Congress, according to DataTrek Research. That’s...
