I (Nick) recently chatted with a longtime friend who works in the auto industry for a well known global brand; (I can’t be more specific than that, for obvious reasons). Since I have followed the sector for +30 years as a buy- and sell-side...
Excerpt from Bloomberg quoting DataTrek co-founder Nick Colas: …. “A look back at the 1970s and early ’80s inflationary period gives clues on the divergence. Nicholas Colas, co-founder of DataTrek Research, found that inflation ran at...
Two items for “Data” today: Topic #1: Which S&P 500 sectors have the best chance to show earnings growth this year? In aggregate, Wall Street analysts expect the index to show 9.3 percent bottom line growth versus 2021. A good number...
