Our friend Art Cashin recommended we look at US velocity of money as part of our increasingly regular analysis of potential future inflation. He relayed a story to us that earlier…
Author: DataTrek Research
Stimulus Checks: Where Do They Really Go?
Three “Data” items today, all about US consumer/investor behavior and incremental household liquidity: #1: The NY Fed was out today with their take on how Americans are spending/saving their stimulus…
US Reopening: Slow and (Hopefully) Steady
Today we’ll do our usual weekly “global traffic congestion as economic indicator” analysis based on crowdsourced TomTom GPS data, but first we want to put some capital markets context around…
Double-Digit Returns for the S&P 500 Again in 2021?
With vaccines rolling out, an incoming infrastructure bill and rising rates in the US, what kind of capital markets volatility and returns can US large cap equity investors expect during…
MarketWatch: "Dow opens modestly higher as investors await Biden infrastructure details"
Excerpt from MarketWatch quoting DataTrek’s Nick Colas: …. “We have always been of the opinion that markets never believed President Trump’s corporate tax cuts would be permanent. Raising them to…
Investing in Space
We continue to grow more excited about innovative disruption around “Space”, as it is the next frontier to leverage Moore’s Law, a key driver behind Tech stock valuations and billions…