Two items today: #1: The latest weekly data on US mutual/exchange traded fund money flows shows that retail investors can’t quite make up their minds about domestic stocks. The information here…
Author: DataTrek Research
Energy Stocks, US Equity Volatility
Two Data items to discuss with you today: #1: US Energy stocks are our highest conviction idea, so let’s review two ways to play that theme: XLE (the Energy names…
No, Markets Are Not Signaling a Policy Mistake
Our customary Sunday evening items: #1: The latest on US corporate earnings expectations. Let’s start with an old Wall Street saying: “If you’re running money, never listen to Wall Street…
Powell Presser, By the Numbers
For today’s Data discussion we’ll put some graphs around Fed Chair Jay Powell’s most notable comments at today’s post-FOMC press conference: #1: Powell sees the last decade as one where…
CNBC: "Why Dow, S&P don’t seem as worried about inflation as everyone else"
Excerpt from CNBC quoting DataTrek’s Nick Colas: …. “For Nick Colas, co-founder of DataTrek Research, all the comparisons between current inflation numbers and records from the past are interesting for market…
Barron's: "Why Yield-Hungry Investors Are Looking to Energy Stocks"
Excerpt from Barron’s quoting DataTrek co-founder Nick Colas: …. “In 2019, for example, XLE’s quarterly dividend averaged 8 percent higher than today’s payout while West Texas Intermediate crude (WTI) was…