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Month: March 2021

31Mar
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MarketWatch: "Dow opens modestly higher as investors await Biden infrastructure details"
By DataTrek Researchin IN THE NEWS

MarketWatch: "Dow opens modestly higher as investors await Biden infrastructure details"

Excerpt from MarketWatch quoting DataTrek’s Nick Colas: …. “We have always been of the opinion that markets never believed President Trump’s corporate tax cuts would be permanent. Raising them to…

30Mar
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Investing in Space
By DataTrek Researchin Blog

Investing in Space

We continue to grow more excited about innovative disruption around “Space”, as it is the next frontier to leverage Moore’s Law, a key driver behind Tech stock valuations and billions…

30Mar
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FT: "European equities on track to record second strong quarterly gain"
By DataTrek Researchin IN THE NEWS

FT: "European equities on track to record second strong quarterly gain"

Excerpt from the Financial Times quoting DataTrek’s Nick Colas: …. “The banks subsector of the index has surged 19 per cent while its industrial goods and services businesses have notched…

30Mar
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Yahoo Finance: "A critical driver of bull markets has stalled"
By DataTrek Researchin IN THE NEWS

Yahoo Finance: "A critical driver of bull markets has stalled"

Excerpt from Yahoo Finance quoting DataTrek’s Nick Colas: …. “With US equity multiples as high as they are (21.6x forward 12-month earnings) you do not want to see Wall Street…

30Mar
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Summer 2021: Will Travel Demand Return?
By DataTrek Researchin Blog

Summer 2021: Will Travel Demand Return?

How strongly can hard-hit industries from the pandemic bounce back? Today we have an update on demand for airlines, hotels and car rental companies using real-time data: #1) Airlines: We gauge incremental…

28Mar
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Q1 2021 Returns: A Year in 3 Months
By DataTrek Researchin Blog

Q1 2021 Returns: A Year in 3 Months

With the end of the quarter fast approaching today we’ll get a jump start on what’s been working (and not) and also take a 1-year lookback at every major asset…

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DataTrek delivers one daily email on markets, data and disruption. All content comes from two highly experienced market professionals who are frequently quoted in the financial press. We help make our clients’ investment process more profitable, robust and efficient.

Recent Posts
The VIX Says “Lighten Up”
November 29, 2022 by DataTrek Research
The VIX Says “Lighten Up”
Inflation Hedges: 3 Sectors Stand Out
November 8, 2022 by DataTrek Research
Inflation Hedges: 3 Sectors Stand Out
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