Bad news: Google missed on revenues after the close today, sending the stock down 7% after hours. Good news: if you are overweight the S&P Technology sector, this actually means…
Month: April 2019
PayPal Takes An Uber, But To Where?
To understand the difference between traditional business models and newer tech-enabled disruptive paradigms, consider the following basic valuation and DuPont model analysis of two financial companies whose products you likely…
Story Time Thursday: Golf Edition
With the beginning of golf season finally here, we’ll tee off today’s Story Time Thursday with a question for readers who play the sport: do you get more nervous about…
DataTrek's Nick Colas Talking Tesla on CNN
Watch DataTrek co-founder here on CNN discuss the outlook for Tesla! “Tesla lost $702 million in the first quarter of 2019, more than double what analysts predicted. Should the company…
Yahoo Finance: "There’s a reason why stocks are moving higher — and it’s not just because of earnings"
Excerpt from Yahoo Finance quoting DataTrek’s Nick Colas: …. “Corporate earnings are coming in better than expected. But that’s not the only factor responsible for the S&P 500’s record high…
No, It’s Not Earnings Driving US Stocks…
Fed Funds Futures markets are on the move, becoming much more dovish over the last week. The most recent data (link at the end of this section to the CME FedWatch…