Thanks to all who completed our DataTrek Disruption survey! Here are the results in the same order as presented in the questionnaire, along with our thoughts on each: #1: Demographics and…
Month: February 2019
The Street: "Random Gleanings: Nike, Tesla, Boeing and Wells Fargo"
Excerpt from The Street quoting DataTrek Research: …. “Boeing. BA’s run has been massive, and actually somewhat puzzling to me. In a Real Money column a few weeks back I mentioned Boeing as a good way to play…
Pot & Politics Update
By Jessica Rabe Recreational marijuana legalization continues to garner serious political momentum on two major fronts. Here’s why: #1 – New Jersey Governor Phil Murphy has been trying to legalize recreational…
CNBC: "Buybacks could be on the way to another record even as politicians try to kill them"
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…
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…