The S&P 500 could register a record number of days in 2020 when the S&P 500 moves by +1% up or down. That’s our fundamental benchmark of how much investors “feel”…
Month: July 2020

NYT: "Big Tech Results Move Center State After Congressional Bruising"
Excerpt from the New York Times quoting DataTrek’s Nick Colas: …. “Even the bears will say that these are fantastic companies and they are not going to stop being fantastic,”…

Big Tech: Historic Hearing Highlights
The CEOs of Amazon, Google, Facebook and Apple testified in front of the House Judiciary antitrust subcommittee today for nearly 6 hours as part of its yearlong investigation, the first…

The Bartender’s Recovery, Part II
Twenty percent of Americans work in retail stores or in businesses that provide accommodations (hotels, etc.) and food services (restaurants and bars). That 20% is greater than the number of Americans…

Big Tech Lobby Spend Q2 2020
Wednesday is an important day for “Big Tech”: the CEOs of Amazon, Apple, Facebook and Google will speak in front of the House antitrust subcommittee as part of its yearlong…

Industrial Cities COVID Recovery: US, Germany, China
Today we will take a look at the progress of several of the world’s preeminent industrial cities as they recover from COVID-related shutdowns. As usual, we will use crowdsourced TomTom GPS…