Insights | Wellington Shields & Co. LLC

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US Strategy: Beware of Oil

04/10/2024

After last week’s strong jobs report for March, equity investors became a bit more concerned about the slew of inflation data that will be reported this week and with good reason. Although we have not […]

April Showers … Bring May Flowers

04/05/2024

DJIA: 38,596 April showers … bring May flowers. That loosely also works as a market forecast. Given the technical background, we admit to surprise at almost any weakness. And, of course, we don’t get the logic […]

US Strategy Weekly: Achilles Heel

04/03/2024

Last week we stated that we thought the stock market was overly fixated on the Fed’s dot plot forecasts while waiting and hoping for a Fed pivot and lower interest rates (which we believe are […]

Insights Archive

Dudack Research Group

US Strategy: Beware of Oil

04/10/2024

Equities Perspective

April Showers … Bring May Flowers

04/05/2024

Dudack Research Group

US Strategy Weekly: Achilles Heel

04/03/2024

Last week we stated that we thought the stock market was overly fixated on the Fed’s dot plot forecasts while waiting and hoping for a Fed pivot and lower interest rates (which we believe are […]

Quarterly Market Strategy Report

A Bitcoin Quarter

04/01/2024

Comments by Federal Reserve Chair Jerome Powell following the December 13, 2023 Fed meeting triggered a strong yearend rally that led to all four of the major US equity indices closing the year with impressive […]

Dudack Research Group

US Strategy Weekly: Dot Plot Mania

03/27/2024

Non-defense capital goods orders excluding aircraft, which is a good proxy for capital spending plans, rose 0.7% in February after falling in January. This was an encouraging sign for the economy. The Conference Board Consumer […]

Equities Perspective

Just Buy the S&P… Sage Advice in Recent Years

03/22/2024

DJIA: 39,781 Just buy the S&P… sage advice in recent years. The 500 stocks there sounds like the diversification everyone preaches, and its performance has been hard to beat. So-called passive ETFs have made it […]

Dudack Research Group

US Strategy Weekly: Japan’s New Era

03/20/2024

A Landmark Shift This week, just as the Federal Reserve begins to debate a possible reversal of tight monetary policy, the Bank of Japan implemented its first interest rate increase in 17 years. Considered by […]

Equities Perspective

Underlying Fundamentals … Way Under is How Some Would Seem

03/15/2024

DJIA: 38,905 Underlying fundamentals … way under is how some would seem. With all due respect to companies like Nvidia (879) and Super Micro (1130), underlying fundamentals don’t drive those kind of straight up moves. […]

Dudack Research Group

US Strategy Weekly: Beneath the Headlines

03/13/2024

Inflation The financial press reacted to February’s CPI report this week with headlines like: “Gasoline, shelter costs boost US prices; inflation still slowing.” This may be part of February’s inflation story, but not all of […]

Dudack Research Group

US Strategy Weekly: Bitcoin, Equities, and ETFs

03/06/2024

Bitcoin (BTC= – $63,770.00) touched a record high this week based on a view that global interest rates will soon fall. In many ways, bitcoin is a good illustration of the speculative nature of today’s […]