Nick Colas, DataTrek Co-founder, quoted in Bloomberg: “It’s been derided as a fad that panders to the weaker facets of human nature. But Keeping Up With the Kardashians – the reality TV…
Month: November 2017
Bitcoin is the New Kardashian
We’re doing our best to make sure we don’t flood you with bitcoin/crypto information because there are plenty of other issues with broad appeal. That’s hard, though, when the topic dominates…
S&P 500 Recessionary Earnings Power
What if the global economy entered a recession in the first half of 2018? Very few analysts expect such an outcome, but that alone makes it a question worth pondering. How…
Bruce Lee, Stevie Cohen and the Shiller PE
“I’m not in this world to live up to your expectations and you’re not in this world to live up to mine.” Bruce Lee said that, and it is the closest…
NY Fed Data: The Value of College
Economists at the New York Fed came out today with a novel Big Data analysis on US student loan default rates. This is a critical issue for the US economy, with…
Large-Cap Stocks Are Reasonably Priced. That's No Joke
From Nick: Latest note for Bloomberg is on a topic near to my heart: worst case scenarios. We looked at the lowest 2018 analyst earnings estimates for the top 20…