Thanks to Oliver Renick and TD Ameritrade for having DataTrek co-founder Nick Colas on to discuss tech weightings around the world, corporate earnings and the chances of a Fed rate…
Day: May 6, 2019
MarketWatch: "One sector is particularly vulnerable to Trump’s trade tweets, and it could have major implications for your portfolio"
Excerpt from Yahoo Finance quoting DataTrek’s Nick Colas: …. “The stock market managed to bounce off the lows of Monday’s session, but the fierce selloff that led to a 500-point…
Yahoo Finance: "Here's why the technology sector is so levered to U.S.-China trade tensions"
Excerpt from Yahoo Finance quoting DataTrek’s Nick Colas: …. “Trade tensions between the U.S. and China are heating up and the market’s hottest sector happens to be highly levered to…
Crain's NY: "Despite billions in losses, New York's billion-dollar startups are poised to go public"
Excerpt from Crain’s New York Business quoting DataTrek’s Nick Colas: …. “Uber backers may be engaging in the same sort of wishful thinking when they compare the company to a…
Trade Tantrum: Watch Tech Tomorrow
When Jessica and I were assembling the topics for tonight’s note at 10am this morning the world was a very different place from where it stands at 9pm tonight. President Trump’s…