Barron’s: “Target and 5 More ‘Dividend Aristocrats’ to Own Now:
DataTrek Research reports that the S&P 500 Dividend Aristocrats Index outperformed the broader S&P 500 by 13.9 percentage points over the last 100 trading days, while the S&P 500 itself declined 6.9% in the same window. The note highlights that dividend‑focused investing is gaining traction as investors gravitate toward companies with consistent payout histories. Capital is shifting away from high‑risk, project‑heavy sectors such as technology toward more defensive, dividend‑paying businesses. Barron's spotlights Target and five additional Dividend Aristocrats as top picks.
Inc Mag: “The Economy’s Biggest Strength Has Turned Into a Confusing Risk”
DataTrek co‑founders Nicholas Colas and Jessica Rabe warn that the prevailing belief in a recession‑proof U.S. economy is becoming a hidden risk. They argue that capital markets—from Treasuries to small‑cap stocks—are built on the assumption of endless growth, which breeds...
Yahoo Finance: “The US Economy May Be Strong — but It’s Delicate”
The U.S. economy remains resilient, yet signs of fragility are emerging. DataTrek’s Jessica Rabe highlights a sharp decline in the job‑openings‑to‑unemployed ratio, now below 1.0x at 0.9x, though still above the 0.7x long‑run norm. Rising oil prices could disrupt the...
MarketWatch: “The Financial Sector Is Sending some Spooky Technical Signals About the Stock Market”
DataTrek co‑founder Jessica Rabe warned that the financial sector’s weakness reflects dual concerns: exposure to private‑credit assets and the prospect of higher oil prices slowing the U.S. economy. She noted that historically, a rapid doubling of oil prices within a...
Inc Mag: “Big Tech Stocks Like the Magnificent 7 Suddenly Look Cheap”
DataTrek Research reports that the technology sector is trading at a 9.3% discount to its five‑year average valuation, while the broader S&P 500 benchmark carries a 6% premium over recent history. All other S&P 500 sectors remain above their five‑year averages, meaning...
MarketWatch: “Popular QQQ ETF Faces a Crucial Moment with Nvidia Earnings on Deck After Its Rare Pullback”
The Invesco QQQ Trust has slipped 3.2% over the last 50 trading days, a rare pullback for an index that historically posts gains in 74% of similar periods since 2015. DataTrek’s Jessica Rabe notes that the recent 50‑day return sits...