Hints and tips:
...Then we have these ones from our Cypriot tailor, Nicholas. Now we also have a Tibetan one there, Kelsang Tsering, who has done one suit for us. George: Nobody has a Tibetan tailor....
...“It really casts into doubt how many investors want to own these assets,” said Nicholas Colas, co-founder of DataTrek....
...nicole.bullock@ft.com...
...“On the plus side, this cohort has more dry powder to put to work if it chooses,” said Nicholas Colas, co-founder of DataTrek....
...“The market is trading on the hope that this is a temporary issue and that we start to see some growth in the second quarter and that the back half of the year should be a whole lot better,” said Nicholas...
...“The 2019 [earnings] numbers still have to come down,” said Nicholas Colas, co-founder of DataTrek. “You will see that when companies report fourth quarter and give their guidance for 2019.”...
...“FedEx does skew the reading on the Transports index, but does not wash it out entirely,” said Nicholas Colas, co-founder of DataTrek....
...“We had these meltdowns, but there were still things that were working,” said Nicholas Colas, co-founder of DataTrek. “If you were properly positioned, it was possible to beat the market this year.”...
...Tax loss selling was a reasonable (if unwelcomed) explanation for December’s parlous performance, paired with trade/Fed/White House headlines to add fuel to the fire,” said Nicholas Colas, co-founder of...
...“Bottom line: stocks typically do fine for a year or two after spreads narrow to current levels,” said Nicholas Colas, co-founder of DataTrek. “After that, though, things get sloppy.”...
...“You still have to make the right bets,” said Nicholas Colas, co-founder of DataTrek. And for an industry in which calendar returns count, investors have three months left to make them....
...“There is a general consensus that US equities should rally now that we have the uncertainty of midterms behind us,” said Nicholas Colas, co-founder of DataTrek....
...“The fourth quarter may end up being a one-decision quarter,” said Nicholas Colas, cofounder of DataTrek....
...“The new sectors will be more concentrated, but that is the nature of the market because you have this handful of super-cap names,” said Nicholas Colas, cofounder of DataTrek....
...“Markets discount six months out — that is the old traditional Wall Street assessment of how earnings matter,” says Nicholas Colas, co-founder of DataTrek....
...said Nicholas Colas, co-founder of DataTrek....
...As for the Faangs, the very biggest of the big tech stocks, “they have huge valuations for a reason”, said Nicholas Colas, co-founder of DataTrek....
...“Not all small-cap indexes are created equally,” said Nicholas Colas, co-founder of DataTrek....
...Additional reporting by Gregory Meyer and Nicole Bullock in New York...
...“Value is working but not because of any macro investor preference for cheap stocks,” said Nicholas Colas, co-founder of DataTrek....
...Nicholas Colas, co-founder of DataTrek, said that while he “would not say there is more focus than usual” on earnings calls, “there is more frustration”....
...That is the easy bit,” said Nicholas Colas, co founder of DataTrek. “The hard bit is valuation — it leaves the market exposed to exactly what we are seeing today.”...
...Several former Tory ministers back it, including Oliver Letwin, Nicky Morgan and Sir Nicholas Soames. However, if Norway Plus is to make headway, the government needs to whip its MPs to support it....
...“The question now is how much of a signal is [Cohn’s resignation] for both the structure of the steel and aluminium tariffs and for other trade policy,” said Nicholas Colas, co-founder of DataTrek....
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