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TIME TO CUT RATES

07/24/2024

While the major averages again performed well during the second quarter, breadth continued to narrow. In early June the number of stocks outperforming the S&P was at its lowest level since 1980. We believe this […]

Show Us Market Breadth and We’ll Show You the Money

07/12/2024

DJIA:  39,753 Show us market breadth …and we’ll show you the money. Liquidity and the lack thereof drives markets.  When you say to yourself you wish you had more money to invest but you don’t, […]

US Strategy Weekly: Liquidity versus Valuation

07/10/2024

The S&P 500, the Nasdaq Composite index, and the Wilshire 5000 index all scored record highs this week, purportedly stirred by comments from Fed Chair Jerome Powell during his semi-annual testimony to Congress. This was […]

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WSCM Quarterly Letter

TIME TO CUT RATES

07/24/2024

While the major averages again performed well during the second quarter, breadth continued to narrow. In early June the number of stocks outperforming the S&P was at its lowest level since 1980. We believe this […]

Equities Perspective

Show Us Market Breadth and We’ll Show You the Money

07/12/2024

DJIA:  39,753 Show us market breadth …and we’ll show you the money. Liquidity and the lack thereof drives markets.  When you say to yourself you wish you had more money to invest but you don’t, […]

Dudack Research Group

US Strategy Weekly: Liquidity versus Valuation

07/10/2024

The S&P 500, the Nasdaq Composite index, and the Wilshire 5000 index all scored record highs this week, purportedly stirred by comments from Fed Chair Jerome Powell during his semi-annual testimony to Congress. This was […]

Dudack Research Group

US Strategy Weekly: Elections Mean Change

07/03/2024

Global Elections One in three Democrats think US President Joe Biden should end his reelection bid after last week’s cringe-making debate against Republican Donald Trump. However, Biden disagrees, and maybe he is right, because according […]

Quarterly Market Strategy Report

Politics Ahead

07/01/2024

The stock market’s performance in the first half of the year was strikingly similar to the action seen in the first half of 2023. The benchmark S&P 500 index rose 14.5%, a bit less than […]

Dudack Research Group

US Strategy Weekly: TGIF ?

06/26/2024

Friday Friday is expected to be the most significant day of this investment week with the release of May’s personal income, personal expenditures, and most importantly, the Fed’s favorite inflation benchmark, the personal consumption expenditure […]

Dudack Research Group

US Strategy Weekly: Rarefied Air

06/19/2024

Recent comments by several Federal Reserve Board governors suggest they agree with our base case that there will be only one rate cut this year, if any. However, in our view, Fed policy is no […]

Equities Perspective

Sometimes a Low is Just a Low

06/14/2024

DJIA:  38,647 Sometimes a low is just a low … and not a shiny new uptrend.  The semi washout low in late May, a 5-to-1 down day and a couple of decent up days, seemed […]

Dudack Research Group

US Strategy Weekly: A Three-stock Rally

06/12/2024

Apple, Inc. (AAPL – $207.15) shares jumped over 7% to a record high after announcing that later this year the “Apple Intelligence” platform – its foray into the generative AI space — will be integrated […]

Dudack Research Group

US Strategy Weekly: Looking for the Perfect Soft Landing

06/05/2024

The stock market has been advancing strongly based on the belief that 1.) inflation is trending lower 2.) the Fed’s next move will be a rate cut not a rate hike and 3.) that there […]

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