For our Data section today we will extend the September performance review from “Markets” to consider non-US equity markets. Let’s start with a recap of month-to-date returns across geographies: US Large…
Month: September 2019
US Income Inequality: Latest Data
Today the US Census Bureau released its latest data on local-level income, poverty and health insurance statistics from its American Community Survey. For data nerds like us this is sort of…
WSJ: "Run on Momentum Stocks Is Punishing a Surprising Group"
Excerpt from The Wall Street Journal quoting DataTrek: …. “‘Big tech’ continues to work despite the shift out of momentum names because only one, Microsoft, actually fits that bill,” DataTrek co-founders…
2019 Halloween Spending: Spooky or Friendly?
What do your kids want to dress up as for Halloween next month? The National Retail Federation reports that these are the five most popular costumes children plan to wear this…
US News: "Why Investors Shouldn't Worry About Impeachment"
Excerpt of US News/Yahoo Finance quoting DataTrek’s Jessica Rabe: …. “After a relatively modest sell-off on Tuesday afternoon, the S&P 500 recovered on Wednesday morning as a number of market experts said…
Barron's: "China and the U.S. Are Set to Talk Again. Here’s What to Buy If a Trade Deal Is Reached."
Excerpt from Barron’s quoting DataTrek co-founder Nick Colas: …. “It’s not the only area, however. Though DataTrek’s Colas considers the emerging markets index a “reasonable way” to play on an…