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The Fear of Missing Out … and the Fear of Losing Out

11/19/2021

DJIA:  35,870 The fear of missing out … and the fear of losing out. A little greed and the fear of job loss in part have combined to lift all manner of things to record […]

US Strategy Weekly: The Ghost of Inflation Past

11/17/2021

Our 2021 outlook identified inflation as one of the major hurdles facing equities in 2021. We continue to believe this is true, but to date equity investors have ignored the threat of rising prices. President […]

The Running of the Bulls… or is it the Running-in of the Bears

11/12/2021

DJIA:  35,921 The running of the bulls… or is it the running-in of the bears?  It’s hard to sell anything when everything you have sold keeps going higher.  Then, too, that’s the sort of thinking […]

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Equities Perspective

The Fear of Missing Out … and the Fear of Losing Out

11/19/2021

DJIA:  35,870 The fear of missing out … and the fear of losing out. A little greed and the fear of job loss in part have combined to lift all manner of things to record […]

Dudack Research Group

US Strategy Weekly: The Ghost of Inflation Past

11/17/2021

Our 2021 outlook identified inflation as one of the major hurdles facing equities in 2021. We continue to believe this is true, but to date equity investors have ignored the threat of rising prices. President […]

Equities Perspective

The Running of the Bulls… or is it the Running-in of the Bears

11/12/2021

DJIA:  35,921 The running of the bulls… or is it the running-in of the bears?  It’s hard to sell anything when everything you have sold keeps going higher.  Then, too, that’s the sort of thinking […]

Dudack Research Group

US Strategy Weekly: A Potential Global Risk

11/10/2021

China’s Property Sector China’s property woes first rattled global markets in September and October, however, fears of systemic risk are resurfacing again. China Evergrande Group, the world’s most indebted developer, has been stumbling from deadline […]

Equities Perspective

From Facebook to META … too bad Philip Morris was Taken.

11/05/2021

DJIA:  36,124 From Facebook to META … too bad Philip Morris was taken.  As is typical of most renamings, this one has its critics.  Professionals find “META” (336) already a fairly common name, and it’s […]

Dudack Research Group

US Strategy Weekly: An Earnings Focus

11/03/2021

Quantitative Easing Last week we wrote that the economic, political, and technical backdrop for the equity market was the best it had been in many months and that this combination would set the stage for […]

WSCM Quarterly Letter

Waiting for Washington

11/01/2021

Our July letter noted that it was time for some caution—a recommendation that proved premature until the last week of the quarter. Stocks produced slightly positive returns in the third quarter, primarily driven by upward […]

Equities Perspective

Still Looking for a 20% Correction… That Could be Your Career Flashing in Front of You

10/29/2021

DJIA: 35,730 Still looking for a 20% correction… that could be your career flashing in front of you. That’s true for theprofessionals, many of whom already are lagging. And it could give new meaning to, […]

Dudack Research Group

US Strategy Weekly: Setting the Stage

10/27/2021

Third Quarter Earnings This is going to be a busy earnings week since 165, or one-third of the components of the S&P 500 companies will report third quarter earnings results in the five-day period. Thus […]

Equities Perspective

Woulda, Coulda, Shoulda … but Didn’t

10/22/2021

DJIA:  35,603 Woulda, coulda, shoulda … but didn’t.  It’s more than a little pretentious to talk about what the market should or should not do.  Then, too, if you’re reading this it’s not your first […]

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