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Month: May 2021

27May
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More Taper History, And Why the S&P Rallies Overnight
By DataTrek Researchin Blog

More Taper History, And Why the S&P Rallies Overnight

Two “Data” topics today: Issue #1: We recently showed you that 2013’s “Taper Tantrum” had no effect on US equities, but what happened the next year? Recall that the Federal Reserve…

26May
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Yahoo Finance: "The airline recovery is looking K-shaped"
By DataTrek Researchin IN THE NEWS

Yahoo Finance: "The airline recovery is looking K-shaped"

Excerpt from Yahoo Finance quoting DataTrek co-founder Jessica Rabe: …. “In a note published Tuesday, DataTrek’s Jessica Rabe dove into some of the data on airlines. In the airline industry,…

26May
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SPAC-ing Disruption
By DataTrek Researchin Blog

SPAC-ing Disruption

We recently caught up with Matt, a longtime friend and DataTrek client, who also happens to be a US listed exchange traded fund veteran and deep subject matter expert. We’ve long…

25May
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CNBC: "Investors are still confident in thematic tech even as prices plunge"
By DataTrek Researchin IN THE NEWS

CNBC: "Investors are still confident in thematic tech even as prices plunge"

Excerpt from CNBC quoting DataTrek co-founder Nick Colas: …. “Nicholas Colas, who runs DataTrek, a quantitative driven stock research firm, agreed, and explains why that investor base is so patient.…

25May
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Barron's: "Airlines Are Filling Up. But Investors Are Getting Pickier About the Stocks."
By DataTrek Researchin IN THE NEWS

Barron's: "Airlines Are Filling Up. But Investors Are Getting Pickier About the Stocks."

Excerpt from Barron’s quoting DataTrek co-founder Jessica Rabe: …. “Airline stocks got overextended as investors misjudged the speed of reopening,” Jessica Rabe, co-founder of DataTrek Research, wrote in a note on…

25May
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Crain's NY: "Google data points to surging business at New York restaurants, retailers and hotels"
By DataTrek Researchin IN THE NEWS

Crain's NY: "Google data points to surging business at New York restaurants, retailers and hotels"

Excerpt from Crain’s New York Business quoting DataTrek’s Jessica Rabe: …. “The data suggest that the much-anticipated post-Covid economic surge is in fact panning out. Searches might seem anecdotal, but…

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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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