Can the CBOE VIX Index help us find an investable market bottom? Sometimes called the “Fear Index”, the VIX actually measures the price of options-based insurance on near term moves in…
Month: February 2020
MarketWatch: "Investors are using ‘alternative’ data to track China’s recovery from coronavirus"
Excerpt from MarketWatch quoting DataTrek: “To track economic activity, DataTrek Research said it used air pollution figures in major cities and traffic congestion numbers provided by GPS navigation devices to…
Yahoo Finance: "Comparing COVID-19 To The 2019 US-China Trade War"
Excerpt from Yahoo Finance quoting DataTrek’s Nick Colas: …. “U.S. stocks have taken a beating in recent weeks on growing concerns about the negative economic impact of a global outbreak…
Can US Small Caps Ever Work Again?
The old saw that goes “If he didn’t have bad luck, he’d have no luck at all” applies particularly well to the Russell 2000 small cap index. Consider: YTD the…
Lowest. Yields. Ever.
The US Treasury bond hit a new all-time record low yield today at 1.34%, besting the level of 1.37% on July 8, 2016 in the aftermath of the Brexit vote. New-low…
CNN: "The stock plunge that Wall Street should have seen coming"
Excerpt from CNN Business quoting DataTrek’s Nick Colas: …. “Investor insight: Gains for the broader health care sector could be limited this year by the US election. Nicholas Colas, founder…