Excerpt from Investor’s Business Daily quoting DataTrek’s Nick Colas: …. “As much as we’ve liked U.S. small caps for many months now, it’s time to lighten up,” said Nicolas Colas,…
Month: January 2021
Sideline Cash, 2021 Gold Demand, NY Fed Indicator
Three data items to discuss with you today: #1: The latest readings from the New York Federal Reserve’s Weekly Economic Index show US economic growth has largely ground to a…
MarketWatch: "GameStop saga’s real lesson: ‘Don’t short troubled companies at the start of an economic cycle’"
Excerpt from MarketWatch quoting DataTrek’s Nick Colas: …. “The battle between day traders and short sellers over GameStop that’s blotting out everything else on Wall Street this week offers up…
Currency Markets As Inflation Predictors
“What is the data that I need to look at that could give the earliest non-false signal of sustained or high inflation that destroys the value of certain financial assets?” That…
Bloomberg: "This Market-Crushing AI Fund Has Moved Heavily Into U.S. Tech Stocks"
Excerpt from Bloomberg quoting DataTrek co-founder Nick Colas: ….“AIEQ’s portfolio always reminds us of the long side of a successful 1990s hedge fund manager’s book. You see a lot of…
2020 Big Tech Lobby Spend
Facebook ($19.7 million) and Amazon ($18.7 million) outspent all US companies on lobbying for a second consecutive year in 2020. They far exceeded other top spenders, including: Comcast: $14.4 millionLockheed Martin:…