Excerpt from CNBC quoting DataTrek’s Nick Colas: …. “Wall Street has come to depend on buybacks along with organic growth for the nearly 10-year-old bull market. While investors have taken about $232 billion out of mutual…
Day: February 21, 2019

Yahoo Finance: "Boeing is the most important stock in the U.S. markets"
Excerpt from Yahoo Finance quoting DataTrek’s Nick Colas: …. “Apple? Alphabet? Nah. It’s actually aerospace giant Boeing (BA) that is the most important stock in the U.S. stock market, argues one strategist. “It is hard to imagine…

The One Stock That Matters Most
To our thinking, Boeing is the most important company in US equity markets. We can even provide some hard-nosed math around that statement. It is 2.4x more influential than Apple, 3.9x…

Barron's: "Worried About a Recession? Watch These 5 Indicators"
Excerpt from Barron’s quoting DataTrek’s Nick Colas: …. “Who: Nicholas Colas, co-founder of DataTrek Research Indicator: Participation and unemployment rate among African-Americans. Colas admits this is controversial: “Hiring works across all racial backgrounds, but African-Americans are…