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May, 2026 - DataTrek Research
31 May
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Bloomberg: “‘Two Sigma’ S&P Rally Signals Easy Money Has Already Been Made”
By datatrekresearch in IN THE NEWS

Bloomberg: “‘Two Sigma’ S&P Rally Signals Easy Money Has Already Been Made”

Excerpt from Bloomberg quoting DataTrek co-founder Jessica Rabe: ….”At DataTrek, [co-founder Jessica] Rabe noted that the S&P 500’s year-to-date gain is only modestly outpacing the increase in earnings expectations, meaning forward...

31 May
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Yahoo Finance: “Why rising interest rates haven’t crushed stock valuations”
By datatrekresearch in IN THE NEWS

Yahoo Finance: “Why rising interest rates haven’t crushed stock valuations”

Excerpt from Yahoo Finance quoting DataTrek co-founder Nick Colas: …. “In his note to clients on Wednesday, Nick Colas, co-founder of DataTrek Research, challenged the idea that rising rates automatically mean lower stock market...

28 May
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Bloomberg: “Why the Market Isn’t Working as Trump’s Guardrail”
By datatrekresearch in IN THE NEWS

Bloomberg: “Why the Market Isn’t Working as Trump’s Guardrail”

Excerpt from Bloomberg quoting DataTrek co-founder Nick Colas: …. Nicholas Colas of DataTrek Research argues that the “strike price” for the Trump Put is “some way from where we are.” He offers the VIX index of equity volatility as a...

26 May
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DataTrek’s Nick Colas on CNBC Talking SpaceX
By datatrekresearch in IN THE NEWS

DataTrek’s Nick Colas on CNBC Talking SpaceX

DataTrek co-founder Nick Colas was on CNBC breaking down SpaceX’s valuation versus Tesla. Watch...

13 May
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MarketWatch: “Tech stocks seem to have ended their ‘difficult relationship’ with the bond market”
By datatrekresearch in IN THE NEWS

MarketWatch: “Tech stocks seem to have ended their ‘difficult relationship’ with the bond market”

Excerpt from MarketWatch quoting DataTrek co-founder Nick Colas: …. “U.S. large-cap technology and growth stocks appear to have finally broken off their “difficult relationship” with long-term Treasury yields, according to DataTrek...

Read More of Our Work
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  • WDWL w/ Josh Brown: A 6 Standard Deviation Tech Event Just Happened. Now What?
  • DataTrek’s Nick Colas on Bloomberg TV
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About
DataTrek delivers one daily email on markets, data and disruption. All content comes from two highly experienced market professionals who are frequently quoted in the financial press. We help make our clients’ investment process more profitable, robust and efficient.
Recent Posts
  • What Polymarket Says About Oil, SpaceX/Tesla, and the AI IPO Race
    June 25, 2026 by DataTrek Research
    What Polymarket Says About Oil, SpaceX/Tesla, and the AI IPO Race
  • What Polymarket Says About Oil, SpaceX/Tesla, and the AI IPO Race
    June 25, 2026 by DataTrek Research
    What Polymarket Says About Oil, SpaceX/Tesla, and the AI IPO Race
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