Today we’ll get a jump-start on the usual end-of-month performance analysis and recap how capital markets fared in January. #1: Returns across broad asset classes year-to-date (best/worst return by subclass…
Month: January 2020
Record Tech Lobbying Spend in 2019
The five companies that spent the most on Washington DC lobbying in 2019 were: Amazon: $16.79 millionFacebook: $16.71 millionBoeing: $13.81 millionNorthrop Grumman: $13.62 millionComcast Corp: $13.36 million That Amazon and…
CNBC: "The bond market is starting to get worried about a recession again"
Excerpt from CNBC quoting DataTrek’s Nick Colas: …. “While the Fed may want to portray its 2020 rate policy as stable, markets are signaling that their bias should be to…
IBT: "US Equities Rebound From Monday’s Sell-Off, Ahead Of Apple Earnings"
Excerpt from International Business Times quoting DataTrek’s Nick Colas: …. “Nicholas Colas, co-founder of DataTrek Research, said that from an investment perspective, “the largest challenge around the Wuhan coronavirus is…
Min Vol, Max Returns
Whenever global equity market volatility hits, we like to look at the “Min Vol” investment strategy to see how it fares. The opportunities for such an analysis have been rare over…
CNBC: "Dow jumps 200 points, rebounding from its worst day since October"
Excerpt from CNBC quoting DataTrek’s Nick Colas: …. “From an investment perspective the largest challenge around the Wuhan coronavirus is the lack of historical comparisons that might help sensibly frame…