colas, nick

Nicholas Colas

Co-Founder

Nicholas Colas is the cofounder of DataTrek Research. He is the former chief market strategist at Convergex Group LLC.

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Bloomberg Opinion

Deficits Don't Matter to Stocks — Until They Do

What if the current complacency is misplaced, and what would cause investors to worry? Here are three scenarios to consider.

April 27, 2018

April 27, 2018

OpinionNicholas Colas

Deficits Don't Matter to Stocks — Until They Do

What if the current complacency is misplaced, and what would cause investors to worry? Here are three scenarios to consider.

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April 13, 2018

April 13, 2018

OpinionNicholas Colas

Dow Theory Sends Concerning Signal on Trade Tensions

Investors' jitters are pushing stocks lower.

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April 3, 2018

April 3, 2018

OpinionNicholas Colas

Bull Market in Stocks Has Reached an Inflection Point

How quickly investors adapt to new paradigms will determine where asset prices go for the rest of the year.

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March 14, 2018

March 14, 2018

OpinionNicholas Colas

Growth and Value Stock Indexing Are Both Broken

The shift from active investment to passive portfolios has made an old debate irrelevant.

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January 29, 2018

January 29, 2018

OpinionNicholas Colas

Low-Volatility Stock Returns Aren't the Long-Term Norm

The 20-year compounded average shows that U.S. equities are anything but stable.

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January 3, 2018

January 3, 2018

OpinionNicholas Colas

For Stocks to Succeed, Tech Needs to Lead Again

The sector is actually cheaper than some others, even though revenues are forecast to grow faster than any other S&P 500 group.

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November 30, 2017

November 30, 2017

OpinionNicholas Colas

The 12 Signs a Cheap Stock Is a 'Value Trap'

Stocks that look cheap may never substantially rebound.

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November 17, 2017

November 17, 2017

OpinionNicholas Colas

Large-Cap Stocks Are Reasonably Priced. That's No Joke

Even in a worst-case scenario, where big companies only hit their most pessimistic profit estimates, price-to-earnings ratios wouldn't be out of line.

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November 8, 2017

November 8, 2017

OpinionNicholas Colas

The Emerging-Market Rally Is Really Just About Tech Shares

How did EM become global market darlings? The answer is not in the old playbook of export-driven growth and rising middle classes.

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October 27, 2017

October 27, 2017

OpinionNicholas Colas

For the Bull Market to Keep Going, Dividends Must Accelerate

Wall Street earnings forecasts suggest a rosy outlook, but trends in corporate payouts tell a very different story.

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October 18, 2017

October 18, 2017

OpinionNicholas Colas

Don't Worry About Those Weak Third-Quarter Earnings

Investors can expect a return to the good times after the short-lived hit to the economy and corporate profits from the recent storms.

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September 25, 2017

September 25, 2017

OpinionNicholas Colas

The Real Threats to the Equity Bull Market

To continue, high valuations and low volatility require stable economic growth and predictable earnings.

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September 11, 2017

September 11, 2017

OpinionNicholas Colas

Stocks Need Tax Reform Now More Than Ever

Evidence suggests that corporate earnings are closer to a cyclical peak than a trough.

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August 28, 2017

August 28, 2017

OpinionNicholas Colas

Reports of Cash's Death Are Greatly Exaggerated

Individuals see paper currency as a store of value and hedge against another financial crisis

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August 14, 2017

August 14, 2017

OpinionNicholas Colas

The Dow Jones Is a Useful, If Underused, Roadmap

The benchmark's performance this year can be attributed to the unusual move in Boeing's shares.

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August 1, 2017

August 1, 2017

OpinionNicholas Colas

Tesla Exposes Blind Spots in Market Sentiment

The fixation with the power of technological disruption leaves two large blind spots.

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