Except from Investor’s Business Daily quoting DataTrek co-founder Jessica Rabe: ….”There will be volatility, just like in every bull market,” Jessica Rabe, co-founder of DataTrek Research, said in a December report. But there...
Excerpt from MarketWatch quoting DataTrek’s Jessica Rabe: ….”The Invesco QQQ Trust Series is down 3.2% over the last 50 trading days, DataTrek co-founder Jessica Rabe said in a note emailed Wednesday. That’s “unusual because...
Thanks to Josh Brown for a great conversation about US Big Tech’s CapEx spends and what they mean for the “American exceptionalism trade”. Bottom line: markets aren’t going to wait forever for these investments to pay off....
Excerpt from MarketWatch quoting DataTrek co-founder Jessica Rabe: … “Anthropic, once seen as somewhat of an also-ran in the world of artificial-intelligence chatbots, has made a name for itself by emphasizing AI coding tools. Now the...
Every investor needs a fast and accurate approach to equity valuation, and classic tools like price/earnings ratios are no longer useful. For example, Tesla trades for 200x earnings and GM goes for just 7x. This tells us nothing about whether one or...
Every investor needs a fast and accurate approach to equity valuation, and classic tools like price/earnings ratios are no longer useful. For example, Tesla trades for 200x earnings and GM goes for just 7x. This tells us nothing about whether one or...
