DataTrek Research

@DataTrekMB

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  1. Prikvačeni tweet
    19. stu 2019.

    Hundreds of institutional investors subscribe to the DataTrek Morning Briefing for our differentiated and actionable content on "Markets, Data and Disruption”. Join your investment community peers by signing up for a 2-week free trial on !

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  2. prije 8 sati

    The QQQs have something no S&P 500-tracking ETF has: . The NASDAQ 100 is much more exposed to disruptive innovation than broader US equity indices. Read our full analysis on why this matters in tonight's report. Sign up free on to read it!

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  3. prije 8 sati

    We preview the Friday US Jobs Report in tonight's report, outlining key statistical trends and our own take on the American labor market using Federal tax/withholding receipts. Sign up free on to read it!

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  4. prije 10 sati

    See why DataTrek co-founder Nick Colas says stocks aren’t as overvalued as they look in 's latest article for !

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  5. prije 10 sati

    Check out how we used search data to call the top in last night in our DataTrek blog post here:

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  6. prije 10 sati

    is one good quarter away from finally being eligible for the S&P 500. & have been there all along & obviously not doing as well as . That's the real problem with indexing as we explain here:

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  7. proslijedio/la je Tweet
    prije 17 sati

    The top Google autocomplete for "Should I" is "buy Tesla stock”, followed by the song “Should I stay or should I go?” When a stock gets so popular that even knows everyone's interested, it’s more likely time to "go" than "stay" as we show here:

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  8. proslijedio/la je Tweet
    prije 17 sati

    “Buy stock” is now the #1 autocomplete suggestion for the Google query “should I…”. That’s pretty much all you need to know about this move. We explain why here:

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  9. proslijedio/la je Tweet
    prije 16 sati

    Index based investing, especially tied to criteria, misses important disruptive companies while hanging on to the disrupted. Despite ’s unquestioned popularity, only 4.2% of its float sits in , versus 7.3% for & 8.2% for . More here:

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  10. proslijedio/la je Tweet
    prije 16 sati

    is not in because it does not meet the the S&P committee's profitability requirements, but it does meet all the other standards, from a US domicile, to a 1-class stock, liquidity and seasoning (not a recent IPO). Read our full analysis here:

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  11. prije 12 sati

    Tech is much more international than the S&P average, with 59% offshore revenues versus 38% for the index. This makes for a larger addressable market and better long-run growth opportunities.

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  12. prije 12 sati

    If you type "Should I" into Google's search engine, the first autocomplete it suggests is “Buy stock”. That’s pretty much all you need to know about the recent rally in . We explain why here:

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  13. proslijedio/la je Tweet
    prije 16 sati

    Analysts’ estimates show should make enough money in Q1 2020 to satisfy the trailing 4-quarter/current profitability rules to make it into . But a lot could still go wrong, this isn't a company w/ a predictable earnings stream. More here:

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  14. prije 12 sati

    DataTrek's Nick Colas: "Index based investing, especially tied to S&P criteria, misses important disruptive companies while hanging on for dear life to the disrupted."

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  15. prije 12 sati

    Thanks to and for having DataTrek co-founder Nick Colas on to talk about market volatility (it's not going away) & 's meteoric rise (... issue stock now!). Check it out!

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  16. proslijedio/la je Tweet
    prije 14 sati

    "It has gone from being a science project to a mainstream company" - Nick Colas is referring to Tesla.

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  17. proslijedio/la je Tweet
    prije 16 sati

    We see the lesson of ’s remarkable climb of late through one lens: it's not in the S&P 500. Here’s why this high flier, with a $160 billion market cap, is not in the most-watched US stock market index:

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  18. proslijedio/la je Tweet
    prije 16 sati

    While there are some active with large slugs of in the portfolio, if you want a passive index fund with a +5% weighting in your options are limited and in small funds. We explain why here:

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  19. proslijedio/la je Tweet
    prije 18 sati

    We see the lesson of Tesla’s remarkable rise of late through one lens: is not in the S&P 500. Meanwhile, & are. Bottom line: Indexing does a bad job of embracing disruption before markets price it into stocks. Read our full analysis here:

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  20. prije 16 sati

    “‘Buy stock’ is now the #1 autocomplete suggestion for the Google query “should I…,’” DataTrek co-founder Nicholas Colas wrote in a note Wednesday. “That’s pretty much all you need to know about this move.”

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  21. prije 16 sati

    is not in because it does not meet the the S&P committee's profitability requirements, but it does meet all the other standards, from a US domicile, to a 1-class stock, liquidity and seasoning (not a recent IPO). Read our full analysis here:

    Poništi

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