“US Tech stocks decline as rates rise.” That was a prominent headline today, and simple valuation math supports the idea: Technology stocks typically have high valuations, which means markets are imputing…
Category: Business
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What 1987 Says About 2021
This month’s US/global equity volatility after a strong January – August performance will spark inevitable comparisons to 1987. Some are fair and some are less so; we’ll cover both here. As…
New Job? No Thanks. Wait… How Much?!
Three Data items today: #1: Some fresh data from the NY Fed’s Survey of Consumer Expectations illuminates two important issues around US labor markets: how quickly they can return to…
2009 Playbook Update, Wealthy US HHs 2021 Budgets
Two items to cover today: #1: The New York Fed was out with its 3x/year SCE Household Spending Survey, and 3 of their findings here caught our eye: First: contrary…
Yahoo Finance: "How Cameo, Facebook And Peloton Are Embracing Coronavirus Disruption"
Excerpt from Yahoo Finance quoting DataTrek’s Jessica Rabe: …. “In DataTrek Research’s Tuesday newsletter, co-founder Jessica Rabe discussed a handful of companies that are taking advantage of the shutdown to…
CNBC: "The Dow is not near a record high in a rare divergence from the S&P 500. Here’s why"
Excerpt from CNBC quoting DataTrek’s Nick Colas: …. “The troubled aircraft manufacturer has been a huge drag on the blue-chip index, knocking off more than 260 points just this month,…