Subscribe To
International equities are beating u.s. stocks in ‘rare’ outperformance. should you lighten up on non-u.s. equities?
U.S. stocks are lagging international equities over the past year, in an unusual occurrence, according to data...
October 31, 2023, 7:29 pm
Why bank stocks are the ‘achilles' heel' of markets as bears worry high bond yields may ‘break' something
Bank stocks are in need of a “recovery rally” to show that higher interest rates won't necessarily doom the U.S. economy to a recession in 2024, a...
October 5, 2023, 1:10 pm
Tesla should sell stock to raise capital to pressure ev rivals, says strategist
datatrek cofounder Nicholas Colas recommends that Tesla sell $10 billion to $15 billion of stock "as so...
September 13, 2023, 2:46 pm
Apple only big tech stock ‘really hitting' the s&p 500 as ‘little' about august's market slump appears worrisome, says datatrek
U.S. stocks have been rattled in August by a rise in real interest rates and bond-market volatility, yet “very little about this selloff strikes us ...
August 22, 2023, 12:51 pm
U.s. corporate bonds flash ‘green light’ for further stock-market gains as equities soar in 2023
The bond market is expressing confidence in company cash flows, flashing a sign of support for the stock market’s rally, according to ...
August 1, 2023, 2:29 am
Homebuilder etf outperforms s&p 500, industry's stocks still ‘cheap' in 2023 market rally
Homebuilder stocks are relatively “cheap” even after surging this year, and represent a pocket of the U.S. equities-market rally that extends beyo...
June 27, 2023, 3:33 pm
In one chart: debt ceiling debate: how u.s. government debt and stocks will perform if a resolution is reached, says datatrek
Here’s why Treasury yields aren’t likely to rise after a debt ceiling resolution is reached, according to historical data and current trends, acco...
May 17, 2023, 9:23 pm
Google and microsoft's ai services ‘give very different answers' on investing: analyst
datatrek Research Co-Founder Jessica Rabe breaks down the potential for artificial intelligence service...
April 13, 2023, 5:34 pm
Bank stocks are now oversold but it's not time to buy the dip just yet, datatrek says
Don't buy regional bank stocks yet - unless they slide at least another 20%-30% this week, datatrek sai...
March 14, 2023, 9:05 am
Silicon valley bank's issues were hiding in plain sight, and its collapse damages the fed's reputation as a regulator, datatrek says
The Fed's reputation can recover if this is a one-off, but if more banks close down, additional bank regulations could emerge, ...
March 13, 2023, 9:03 am
Oil prices are an 'underappreciated' indicator of a coming recession - and they're flashing signs the us will avoid a downturn
"The risk of a recession over the near term seems quite low," according to datatrek's cofounder Nichola...
March 7, 2023, 9:15 am
Spy 30th anniversary: ‘revolution' began after etf launch seemed an ‘answer to a question no one was asking,' says datatrek
Thirty years ago this month, the first exchange-traded fund listed in the U.S. became available to the masses, a disruptive force that would go on to ...
January 24, 2023, 12:05 pm
