Today in “Data” we want to dig deeper into what effect the partial rollbacks of economic reopenings have meant for Texas and Florida. Both states have recently curtailed businesses at bars,…
Month: June 2020
Bloomberg: "No One Can Agree on Where The Stock Market Will Be in Six Months"
Excerpt from Bloomberg quoting DataTrek’s Nick Colas: …. “When it comes to the future of the stock market, investors’ predictions are all over the map. When asked where the S&P…

Barron's: "The Dow Gained 580 Points Because No One Knows If the Stock Market Is Going Up or Down"
Excerpt from Barron’s quoting DataTrek’s Nick Colas: …. “That’s a fancy way of saying the market is sending mixed messages—and investors are receiving them loud and unclear. In a survey…

MarketWatch: "It’s going to be a long, up-and-down, go-nowhere summer in the stock market, but don’t sell yet"
Excerpt from MarketWatch quoting DataTrek: ….”Are we in a “conviction-less” market in which investors are grappling with what may feel like the greatest number of unknowns in history? You get…

DataTrek 2H 2020 Survey Results: No-Conviction Market
Today we will combine our Markets, Data and Disruption sections into one discussion of our recent 2H 2020 Investor Survey. Thanks to all who participated! A few background notes: 341 respondents…

CNBC: "Sustainable investing is set to surge in the wake of the coronavirus pandemic"
Excerpt from CNBC quoting DataTrek’s Nick Colas: …. “About 80% of the money has gone into index funds, which means retail investors are likely behind the surge. “While exchange-traded funds…