Two items for “Data” today: #1: Q3 US GDP was better than the Atlanta Fed’s GDPNow model (+2.0 pct actual, 0.2 pct expected), which is a relief; we were curious,…
Month: October 2021
COP26: Clean Energy Names to Watch
This Sunday President Biden along with other world leaders, business executives and activists will head to the U.N. Climate Change Conference – COP26 – in Glasgow, Scotland. Clean energy will garner…
TSLA Disrupts the S&P, New Bitcoin Research
Two “Disruption” topics today: #1: How does Tesla’s +$1 trillion valuation affect commonly used measures of US large cap equity valuation and other commonly used market metrics? Three points on this:…
Seasonal Tailwind: Nov/Dec US Equity Returns
With October rapidly drawing to a close, today we have an update on our seasonal US equity return and volatility analyses to see what they signal for the S&P 500’s…
US Earnings Reports, Corporate Taxes, State Labor Mkts
Three “Data” items today: #1: An update on the “most important chart for US equity investors”: Wall Street analysts’ earnings estimates for the S&P 500 in 2021 (bottom line) and…
Barron's: "Turns Out Tesla Is Right. EV Buyers Only Want Teslas."
Excerpt from Barron’s quoting DataTrek Research: …. “Exciting indeed. Kirkhorn’s observation led DataTrek Research to wonder about that EV-Tesla portion of the comment. DataTrek found that people do want Teslas—more…