Excerpt from MarketWatch quoting DataTrek’s Nick Colas: …. “We have always been of the opinion that markets never believed President Trump’s corporate tax cuts would be permanent. Raising them to the old levels would therefore...
We continue to grow more excited about innovative disruption around “Space”, as it is the next frontier to leverage Moore’s Law, a key driver behind Tech stock valuations and billions of dollars’ worth of venture capital...
Excerpt from the Financial Times quoting DataTrek’s Nick Colas: …. “The banks subsector of the index has surged 19 per cent while its industrial goods and services businesses have notched up a 9 per cent gain. The moves follow...
Excerpt from Yahoo Finance quoting DataTrek’s Nick Colas: …. “With US equity multiples as high as they are (21.6x forward 12-month earnings) you do not want to see Wall Street analysts cutting their estimates, but that’s exactly...
How strongly can hard-hit industries from the pandemic bounce back? Today we have an update on demand for airlines, hotels and car rental companies using real-time data: #1) Airlines: We gauge incremental real-time consumer demand and...
With the end of the quarter fast approaching today we’ll get a jump start on what’s been working (and not) and also take a 1-year lookback at every major asset class from their (almost) lows of a year ago. The latter represents, in our...
