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Nick Colas and Jessica Rabe of DataTrek Research
Приєднався 17 чер 2023
We provide objective investment analysis based on an in-depth understanding of the data that moves asset prices. We dig into the most important investment themes of the day and deliver differentiated, actionable insights. All content comes from Nick Colas and Jessica Rabe, two highly experienced market professionals who are frequently quoted in the major financial press.
Sign up for a 2-week free trial to our daily investment newsletter on datatrekresearch.com!
Follow us on Twitter: @DataTrekMB
Check out DataTrek Merch here: datatrekresearch.com/shop
Sign up for a 2-week free trial to our daily investment newsletter on datatrekresearch.com!
Follow us on Twitter: @DataTrekMB
Check out DataTrek Merch here: datatrekresearch.com/shop
Warren Buffett Underperforms US Tech Stocks Over Time
In today’s video, we show that the S&P 500 Tech sector (ETF symbol XLK) and Nasdaq 100 (QQQ) have, on average, outperformed Berkshire Hathaway by 4.3-5.0 percentage points over any given year back to 2010. That’s because they leverage disruptive innovation rather than rely on exposure to more traditional industries. BRK sometimes outperforms, but that’s when Financial and/or value stocks rebound or rates rise quickly. The upshot: History shows adding Tech-based indices benefits a diversified portfolio already holding BRK over the long-term.
Please hit the like and subscribe button and share this video if you find it useful!
You can get a 2-week (no credit card) free trial to our daily market newsletter here: datatrekresearch.com
Twitter: @datatrekmb
Bluesky: @datatrekresearch.bsky.social
DataTrek Merch: datatrekresearch.com/shop
Disclosures: DataTrek Research, LLC (“DataTrek”) is making the material, data and information (collectively “DataTrek Information”) contained in this video (this “video”) available to its viewers for informational purposes only. The DataTrek Information is not intended to provide tax, legal or investment advice, and does not constitute a suggestion, solicitation or offer to purchase or sell securities. DataTrek believes that the DataTrek Information is reliable, but does not warrant its completeness or accuracy. DataTrek assumes no duty to update such information. Viewers should carefully read the DataTrek Terms of Service, Privacy Policy and Subscription Agreement, including accompanying documentation, as those documents contain important information and disclosures about the products or services covered thereby. These documents are available at datatrekresearch.com/subscription-agreement-eula/?v=0b3b97fa6688, datatrekresearch.com/terms-of-service-for-datatrek-research-services/?v=0b3b97fa6688, and datatrekresearch.com/privacy-policy/?v=0b3b97fa6688. DataTrek Information is subject to change at any time. DataTrek is not responsible for third-party information or services, including market data from any securities exchange.
Please hit the like and subscribe button and share this video if you find it useful!
You can get a 2-week (no credit card) free trial to our daily market newsletter here: datatrekresearch.com
Twitter: @datatrekmb
Bluesky: @datatrekresearch.bsky.social
DataTrek Merch: datatrekresearch.com/shop
Disclosures: DataTrek Research, LLC (“DataTrek”) is making the material, data and information (collectively “DataTrek Information”) contained in this video (this “video”) available to its viewers for informational purposes only. The DataTrek Information is not intended to provide tax, legal or investment advice, and does not constitute a suggestion, solicitation or offer to purchase or sell securities. DataTrek believes that the DataTrek Information is reliable, but does not warrant its completeness or accuracy. DataTrek assumes no duty to update such information. Viewers should carefully read the DataTrek Terms of Service, Privacy Policy and Subscription Agreement, including accompanying documentation, as those documents contain important information and disclosures about the products or services covered thereby. These documents are available at datatrekresearch.com/subscription-agreement-eula/?v=0b3b97fa6688, datatrekresearch.com/terms-of-service-for-datatrek-research-services/?v=0b3b97fa6688, and datatrekresearch.com/privacy-policy/?v=0b3b97fa6688. DataTrek Information is subject to change at any time. DataTrek is not responsible for third-party information or services, including market data from any securities exchange.
Переглядів: 3 246
Відео
The Most Important Lesson I Learned in B-School
Переглядів 4,2 тис.Місяць тому
DataTrek co-founder Nick Colas goes back to his time at the University of Chicago and shares the most important lesson he learned while getting his MBA. It starts with a famous Harvard Business School case study about a greeting card company and ends with lessons for every trader and investor. Please hit the like and subscribe button and share this video if you find it useful! You can get a 2-w...
Station F, Disruption, and Long Run Stock Returns
Переглядів 3,1 тис.Місяць тому
In today’s video, we show that the S&P 500 has dramatically outperformed MSCI Europe over the last decade (CAGR of 13.4% vs 5.7%), in large part due to the success of US Big Tech. For Europe to be competitive, it must embrace risk taking and entrepreneurship. Last month we toured Station F, the largest startup campus in the world, located in Paris. Everything to build a successful business is u...
S&P +50% Over the Last 2 Years, So What’s Next?
Переглядів 5 тис.3 місяці тому
DataTrek co-founder Jessica Rabe discusses 2- and 3-year return averages for the S&P 500 and shows why US large caps still look attractive after their 50% gain over the last 2 years. Please hit the like and subscribe button and share this video if you find it useful! You can get a 2-week (no credit card) free trial to our daily market newsletter here: datatrekresearch.com Twitter: @datatrekmb D...
Our Best Investment Hack
Переглядів 10 тис.3 місяці тому
DataTrek co-founder Nick Colas shares his simple hack to help you avoid long-run investment losers and give you a decent shot at finding great stocks. He gives 8 examples of both good and bad names and explains why they ended up being productive or lousy investments. Please hit the like and subscribe button and share this video if you find it useful! You can get a 2-week (no credit card) free t...
Using Correlations to Call Turns in NVDA/S&P 500
Переглядів 3,2 тис.4 місяці тому
DataTrek co-founder Jessica Rabe shares one key measure we’ve used to make the right calls on US equities this year, including the recent selloff. One example: S&P 500 sector correlations to the index were abnormally low in mid-July, which told us that investors were too optimistic about US stocks. The pullback since has seen correlations increase back to near-normal levels. We’ll want to see t...
How to Launch Your Career: Jessica’s Journey and Advice
Переглядів 1,5 тис.8 місяців тому
DataTrek co-founder Jessica Rabe shares how she used her unconventional background to start working as an analyst for a global brokerage in NYC at 19, and offers up her best career advice for Millennials and Gen Z. Lastly, she gives 3 interview questions and answers you should know if you want to work on Wall Street. Feel free to share this video with anyone early on in or about to embark upon ...
How We Use Google Trends to Beat The Street
Переглядів 6 тис.8 місяців тому
DataTrek co-founder Jessica Rabe shares how we use Google Trends search volumes to gauge everything from the strength of the US consumer and labor market to retail investor sentiment in real time. That’s because it’s a crowdsourced indicator of broad social attention on a wide range of topics. Please hit the like and subscribe button and share this video if you find it useful! You can get a 2-w...
When Is The Next Recession?
Переглядів 6 тис.9 місяців тому
Many institutional investors are concerned about a US recession in the next 12 - 24 months. In this video, DataTrek co-founder Nick Colas 1) explains why they think the American economy may see a slowdown very soon and 2) discusses various portfolio hedges that can help offset this risk. Please hit the like and subscribe button and share this video if you found it useful! You can get a 2-week (...
Make Investing Your Side Hustle
Переглядів 4,5 тис.9 місяців тому
DataTrek co-founder Jessica Rabe discusses how to make investing your side hustle. Many of her peers want other sources of revenue to supplement their salaries and create wealth over the long run. Investing is one way they’re interested in making their money work for them instead of them just working to make money. However, they often confuse trading and investing, which are very different. The...
US Stocks Are Not In A Bubble… Yet
Переглядів 2,8 тис.10 місяців тому
DataTrek co-founder Nick Colas shares why we don’t think US equities are in a bubble, and the 3 signs that can help spot one. He also explains how a stock bubble could develop later this year and into 2025. Please hit the like and subscribe button and share this video if you found it useful! You can get a 2-week (no credit card) free trial to our daily market newsletter here: datatrekresearch.c...
VC Boom/Bust, And Why Stock Investors Should Care
Переглядів 1,3 тис.10 місяців тому
DataTrek co-founder Jessica Rabe explains the relationship between venture capital and public equity markets. The speculative craze of 2021 is over in both the VC community and stocks. Until there’s more clarity on the macro front and a successful batch of venture-backed IPOs, VC funding will likely struggle to reaccelerate. The sooner this happens, the better for public equity investors. A vib...
Investment Prepping 101
Переглядів 4,3 тис.10 місяців тому
DataTrek co-founder Nick Colas gives his 3 key pieces of advice for disaster planning in both real life and investing. He shares what’s in his “go bag” in the event of a crisis and how those items relate to the strategies he uses to get through a shock in capital markets. Please feel free to share this video! Please hit the like and subscribe button if you enjoy the video! You can get a 2-week ...
DataTrek 2024 Investment Outlook Survey Results
Переглядів 1,4 тис.11 місяців тому
We have the results to our recent DataTrek 2024 Investment Outlook Survey. Well over 500 people took our survey, the vast majority from our own readership base which is mostly investment professionals. Overall, most survey respondents are bullish on US equities this year and Tech more specifically. Bullish survey takers don’t think the US economy will see a recession this year and believe rates...
Millennial/Gen Z Rookie Investor Mistakes
Переглядів 2,6 тис.Рік тому
DataTrek co-founder Jessica Rabe discusses the 7 rookie mistakes she sees her millennial peers or younger cohorts making when it comes to investing. She covers everything from investing in stocks, virtual currencies and options to debunking myths like needing lots of money to invest or feeling like you missed out on investment opportunities from seeing peers brag about it on social media. Pleas...
US Labor Market: Too Resilient for Rate Cuts
Переглядів 1 тис.Рік тому
US Labor Market: Too Resilient for Rate Cuts
Disruptive Innovation: The Most Misunderstood Investment Concept
Переглядів 3,7 тис.Рік тому
Disruptive Innovation: The Most Misunderstood Investment Concept