A sharp-eyed client who knows our penchant for oddball indicators wrote us today with a suggestion: type “Should I” into Google and see what autocompletes the search engine suggests. The algorithms…
Day: February 4, 2020

DataTrek co-founder Nick Colas' Latest Interview on Reuters TV
DataTrek co-founder Nick Colas was on Reuters TV discussing the recent bout of US equity volatility and why the latest rally in Tesla is not emblematic of a broader mania. You…

MarketWatch: "Thank ETF investors for higher gold prices"
Excerpt from MarketWatch quoting DataTrek’s Nick Colas: …. “Gold prices are up. Thank ETF investors. That’s the takeaway from a recent note from research shop DataTrek, which contrasted the 18.4%…

CNBC: "Wall Street might actually be fine with Sanders moving to the front of the Democratic pack"
Excerpt from CNBC quoting DataTrek’s Nick Colas: …. “There is a lot of chatter that a Sanders nomination would roil markets, but there’s another way to consider that possibility,” Nick…

Gold Demand Fundamentals In 2020
Gold has certainly been a good portfolio diversifier so far into 2020: It is doing better than global equities YTD, up 3.8% through today.Gold’s price correlation to the S&P 500…