Some investors are increasingly worried about a contested US presidential election outcome this November, so today we’re updating our “November-December 2000 Election Playbook” by breaking down sector, small cap and…
Month: September 2020
2009 Playbook Update, Wealthy US HHs 2021 Budgets
Two items to cover today: #1: The New York Fed was out with its 3x/year SCE Household Spending Survey, and 3 of their findings here caught our eye: First: contrary…
CNN Business: "Amazon's Prime Day highlights the huge stakes ahead for retail"
Excerpt from CNN Business quoting DataTrek co-founder Jessica Rabe: …. “Consumers’ plans to spend a record figure individually on Halloween this year sets a positive tone going into the most…
IBD: "New 72-Year Study Reveals Where Stocks Are Headed"
Excerpt from Investor’s Business Daily quoting DataTrek’s Nick Colas: …. “Predicting the S&P 500’s future is the cornerstone of financial models. And now, a new analysis puts estimates for the next…
US Gas Demand Says V-Recovery Missing Last 10%
Three Data items today, all with different takes on the pace and nuances of a US economic recovery: #1: Gasoline demand as a proxy for how quickly things are getting…
Gold Vs. S&P 500, Tesla & QQQ
Two topics today – gold and Tesla: #1: A look at the relative performance of gold versus the S&P 500. First, an observation: if you just use single date starting points…