We recently read a book titled “The Future of Money” by Cornell University Economics Professor Eswar Prasad, and our thoughts about the work are the subject of today’s Disruption discussion. We…
Year: 2021
Dollar/Stock Correlations, S&P Margins
Two “Data” items today: #1: A long-run correlation analysis between the US dollar and the S&P 500. We got to thinking about this topic last week, when we looked at both…
Q3 GDP Update, Estimate Revisions, Retail Sales
Three “Data” items today: #1: Not to start on a down note, but the Altanta Fed GDPNow model just printed its lowest Q3 estimate to-date at just 1.2 percent. We are…
MarketWatch: "Earnings are headed for an all-time high, if supply-chain and staffing woes don’t get in the way"
Excerpt from MarketWatch quoting DataTrek co-founder Nick Colas: DataTrek Research co-founder Nicholas Colas wrote in a Monday morning research note that companies will have to come closer to the second…
Reuters: "Powell favored for Fed reinstatement but investors examine alternatives"
Excerpt from Reuters quoting DataTrek co-founder Nick Colas: …. “Nicholas Colas, co-founder of DataTrek Research, wrote in a research note that if “history is any guide, we should know the…
CNBC: "S&P 500 earnings beats aren’t the make-or-break factor for this market"
Excerpts from CNBC quoting DataTrek co-founder Nick Colas: …. “That comes back to what DataTrek co-founder Nick Colas says may be the difference between this quarter and every other recent…