When I (Nick) first started covering the autos in 1991 at the old First Boston my first course of action was to meet a slew of portfolio managers and analysts to figure out what I could do to be helpful. As I visited them, I noticed many had a...
Excerpt from Bloomberg quoting DataTrek co-founder Nick Colas: … “What seem like very lofty U.S. stock valuations are defensible if (and only if) earnings bounce back strongly in the second half of the year,” Nicholas Colas, co-founder of...
We will freely confess to being only begrudgingly bullish on US Financials over the last few months. We’ve preferred cyclicals of all stripes, but really only found the group appealing because it was simply the cheapest sector in the whole...
