Three “Data” topics today: #1: Given Tesla’s strong earnings report last night, we got to wondering how sustainable its competitive advantage in electric vehicles is here in the US. As more…
Author: DataTrek Research
Bloomberg: "Bitcoin Takes a Breather After Rallying to New High"
Excerpt from Bloomberg quoting DataTrek co-founder Nick Colas: …. “This asset tends to peak around flashy events,” wrote Nicholas Colas, co-founder of DataTrek Research. “Our recommended approach is to scale…
Beige Book: Inflation Not Transitory
Early last month, we warned about the change in tone in the Fed’s Beige Book Reports, with the September edition saying there was a “downshift” in US economic activity over…
Book Review: “The Future of Money”
We recently read a book titled “The Future of Money” by Cornell University Economics Professor Eswar Prasad, and our thoughts about the work are the subject of today’s Disruption discussion. We…
Dollar/Stock Correlations, S&P Margins
Two “Data” items today: #1: A long-run correlation analysis between the US dollar and the S&P 500. We got to thinking about this topic last week, when we looked at both…
Q3 GDP Update, Estimate Revisions, Retail Sales
Three “Data” items today: #1: Not to start on a down note, but the Altanta Fed GDPNow model just printed its lowest Q3 estimate to-date at just 1.2 percent. We are…