Some investors are increasingly worried about a contested US presidential election outcome this November, so today we’re updating our “November-December 2000 Election Playbook” by breaking down sector, small cap and gold returns. The 2000...
Two items to cover today: #1: The New York Fed was out with its 3x/year SCE Household Spending Survey, and 3 of their findings here caught our eye: First: contrary to the popular narrative of wealthy households spending heavily while less affluent...
Excerpt from CNN Business quoting DataTrek co-founder Jessica Rabe: …. “Consumers’ plans to spend a record figure individually on Halloween this year sets a positive tone going into the most important season for retail...
Excerpt from Investor’s Business Daily quoting DataTrek’s Nick Colas: …. “Predicting the S&P 500’s future is the cornerstone of financial models. And now, a new analysis puts estimates for the next 20 years into...
Three Data items today, all with different takes on the pace and nuances of a US economic recovery: #1: Gasoline demand as a proxy for how quickly things are getting back to “normal”. The following chart from the US Energy Information Institute...
Two topics today – gold and Tesla: #1: A look at the relative performance of gold versus the S&P 500. First, an observation: if you just use single date starting points you can paint gold as either hero or zero in terms of its relative...
