Excerpt from Barron’s quoting DataTrek’s Nick Colas: …. “Now, the cyclical trade seems exhausted for the near term. “When should I sell my cyclical stocks?” was a question a client…
Day: March 17, 2021
CNBC: "Buffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling"
Excerpt from CNBC quoting DataTrek’s Nick Colas: ….”Nick Colas, co-founder of DataTrek Research, recently surveyed several hundred investors including institutions, registered investments advisors and high-net-worth individuals, and found no concern about…
FT: "Americans eye return to the skies as pandemic drags on"
Excerpt from the Financial Times quoting DataTrek’s Jessica Rabe: …. “Americans are becoming more interested in flying again, according to a trawl of ticket prices and online search data that…
Bloomberg: "Cyclical Stock Rotation Has Further Room to Run"
Excerpt from Bloomberg quoting DataTrek’s Nick Colas: … “While the current rally in cyclical sectors since November has a “strong whiff of a ‘dash to trash’” given the quality of…