We’re seeing some of the most extreme equity market rotations in more than a decade, from US large caps to small caps, from US stocks to non-US equities, and from Semiconductors to Software names. In this video, DataTrek Research co-founder...
In our latest video, DataTrek co-founder Jessica Rabe shares 3 things you need to know about “Rest of World” equities as they continue to outperform US large cap stocks by a wide margin. For example, the MSCI All Country ex-US index is very...
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...
In this video, DataTrek co-founder Jessica Rabe shares how we use Google Trends search volumes to gauge the strength of the US labor market. US search volumes for “find job”, “new job”, and “part time job” are all near 20-year highs. In...
In our latest video, DataTrek co-founder Nick Colas reviews everything you need to know about how global/US stock markets performed in January 2026 and what these moves signal for the year ahead. The new year has come with some new trends (cyclicals...
With the Nasdaq Comp up at least 20% in each of the last 3 years, DataTrek co-founder Jessica Rabe discusses what may happen in 2026. When the Comp rallies for 3 straight years after an annual loss like in 2022, history since the early 70s shows...
