Trial DataTrek Morning Briefings for Free

Thousands of investors and financial journalists rely on Nick and Jessica’s newsletter every day for their thought-provoking work on markets, data and disruption. See why for yourself by starting a 2-week FREE trial below.


Bloomberg: “Beaten-Up Bulls Point to Rates Rising for ‘Right Reasons'”

By admin_45 in IN THE NEWS Bloomberg: “Beaten-Up Bulls Point to Rates Rising for ‘Right Reasons'”

Excerpt from Bloomberg quoting DataTrek co-founder Nick Colas:

... “What seem like very lofty U.S. stock valuations are defensible if (and only if) earnings bounce back strongly in the second half of the year,” Nicholas Colas, co-founder of DataTrek Research, wrote in a recent note. “There are certainly micro-bubbles (some SPACs, IPOs), but there’s also a good case that stocks as a whole can and will earn their way into lofty valuations"...

Read the full article here on Bloomberg!

Trial DataTrek Morning Briefings for Free

Thousands of investors and financial journalists rely on Nick and Jessica’s newsletter every day for their thought-provoking work on markets, data and disruption. See why for yourself by starting a 2-week FREE trial below.