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…
Month: March 2021
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…
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…
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…
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…
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…