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…
Month: May 2021
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,…
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…
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.…
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…
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…