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It’s Not That it’s a Bad Month it’s Just Tricky

10/11/2024

DJIA: 42,454 It’s not that it’s a bad month it’s just tricky… it’s October. More market lows happen in October than in most months, but more 5% corrections happen as well. A market low doesn’t […]

Dock Strike, Floods, More War

10/04/2024

DJIA:  42,011 Dock strike, floods, more war … October has begun like a Country and Western song. And we thought September was supposed to be the bad month. If you define a bad day as […]

US Strategy Weekly: Double Black Swans

10/02/2024

Stock markets are always uneasy about unpredictable or unforeseen events, and this week two appeared, the dockworkers strike in the East and Gulf coasts of the US and Israel’s ground raids of Hezbollah strongholds in […]

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Equities Perspective

It’s Not That it’s a Bad Month it’s Just Tricky

10/11/2024

DJIA: 42,454 It’s not that it’s a bad month it’s just tricky… it’s October. More market lows happen in October than in most months, but more 5% corrections happen as well. A market low doesn’t […]

Equities Perspective

Dock Strike, Floods, More War

10/04/2024

DJIA:  42,011 Dock strike, floods, more war … October has begun like a Country and Western song. And we thought September was supposed to be the bad month. If you define a bad day as […]

Dudack Research Group

US Strategy Weekly: Double Black Swans

10/02/2024

Stock markets are always uneasy about unpredictable or unforeseen events, and this week two appeared, the dockworkers strike in the East and Gulf coasts of the US and Israel’s ground raids of Hezbollah strongholds in […]

Quarterly Market Strategy Report

October: A Liquidity Boom

10/01/2024

The third quarter of 2024 included the long-anticipated September Federal Reserve meeting, and the first fed funds rate cut in four years. What was equally remarkable, was the dramatic shift in equity leadership, away from […]

Dudack Research Group

US Strategy Weekly: Liquidity Beats Valuation

09/25/2024

Immediately after the Federal Reserve lowered the fed funds rate by 50 basis points last week, the debate shifted from when will the Fed cut rates, to what does a 50 basis-points cut mean? The […]

Equities Perspective

Want a Tech stock… NOW?!  

09/20/2024

DJIA:  42,025 Want a Tech stock… NOW?!   NOW, of course, is ServiceNow (919), one of the best acting Techs, especially given what has become a difficult area. While we tend to speak of Tech in […]

Dudack Research Group

US Strategy Weekly: The First Cut

09/19/2024

It is finally here. The September FOMC meeting and the long-awaited rate cut by the Federal Reserve. The last rate cut occurred during the pandemic in March 2020. In our view, we will get a […]

Equities Perspective

Overbought, Oversold … Not Over

09/13/2024

DJIA:  41,096 Overbought, oversold … not over. Last week’s start to September was surprisingly poor. For the first time in a month, the S&P was down 2% in a day, the Dow and NAZ both […]

Dudack Research Group

US Strategy Weekly: Awaiting the Debate

09/11/2024

Tonight is the first presidential debate between Vice President Kamala Harris and former President Donald Trump, and with any luck there will be another debate before the election. But either way, this debate has the […]

Dudack Research Group

US Strategy Weekly: AI Under Pressure

09/04/2024

This is an interesting point in time since we are only one week away from the potentially pivotal presidential debate between Vice President Kamala Harris and former President Donald J. Trump. It is only two […]

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