Two Data items to discuss with you today: #1: US Energy stocks are our highest conviction idea, so let’s review two ways to play that theme: XLE (the Energy names in the S&P 500) and PSCE (the Energy slice of the S&P 600 Small Cap...
Our customary Sunday evening items: #1: The latest on US corporate earnings expectations. Let’s start with an old Wall Street saying: “If you’re running money, never listen to Wall Street analysts. In bull market you don’t need them. In...
For today’s Data discussion we’ll put some graphs around Fed Chair Jay Powell’s most notable comments at today’s post-FOMC press conference: #1: Powell sees the last decade as one where the Federal Reserve failed to achieve its mandate of...
Excerpt from CNBC quoting DataTrek’s Nick Colas: …. “For Nick Colas, co-founder of DataTrek Research, all the comparisons between current inflation numbers and records from the past are interesting for market historians, but less...
Excerpt from Barron’s quoting DataTrek co-founder Nick Colas: …. “In 2019, for example, XLE’s quarterly dividend averaged 8 percent higher than today’s payout while West Texas Intermediate crude (WTI) was actually lower than...
Where should gold trade? Until virtual currencies came along, this was the single most contentious question in investing. Even now, the loudest voices are at the extremes, either saying gold is the only “real money” or calling it an...
