We’ll dedicate today’s Data section to discussing Fed Chair Powell’s press conference today. Our big picture takeaway: the contours of the US post-pandemic economic recovery are 1) upending the Fed’s assumptions about how it would go and 2)...
Three “Data” items today: #1: US urban center office occupancy. We recently came across a dataset from Kastle Systems, a provider of building access monitoring. When you swipe one of their ID cards to get into your office building or work...
Two “Disruption” topics today: #1: Tesla’s healthy earnings beat this afternoon and GAAP profits of +$1 billion got us to thinking about an age-old question: “As a shareholder, do you really want your disruptive tech company to show a large...
Two Data items today: #1: How much higher can S&P 500 earnings estimates go? Not to oversimplify, but this is essentially the only question that matters to US stocks and, by extension, global equities. The American economy, by dint of...
Excerpt from CNBC quoting DataTrek co-founder Nick Colas: …. “Despite the effect of the pandemic on profits in early 2020, Nicholas Colas, who analyzes market trends as head of DataTrek, notes that this is the culmination of two...
Earlier today we spoke on a panel hosted by Wall Street Horizon about the use of data in the investment process. The other speakers were both from the buyside and companies that provide data. It’s always impolite to ask someone’s age, but...
