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Day: February 23, 2021

23Feb
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Lessons from 30 Years of Cyclical Rotations
By DataTrek Researchin Blog

Lessons from 30 Years of Cyclical Rotations

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…

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23Feb
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Bloomberg: "Beaten-Up Bulls Point to Rates Rising for 'Right Reasons'"
By DataTrek Researchin IN THE NEWS

Bloomberg: "Beaten-Up Bulls Point to Rates Rising for 'Right Reasons'"

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…

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23Feb
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Financials Three Ways
By DataTrek Researchin Blog

Financials Three Ways

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…

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DataTrek delivers one daily email on markets, data and disruption. All content comes from two highly experienced market professionals who are frequently quoted in the financial press. We help make our clients’ investment process more profitable, robust and efficient.

Recent Posts
Beige Book Starting To Get Red Hot
April 14, 2021 by DataTrek Research
Beige Book Starting To Get Red Hot
US Inflation: Demographics, Today’s CPI Report
April 14, 2021 by DataTrek Research
US Inflation: Demographics, Today’s CPI Report
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