Insights

Equities Perspective

Higher for Longer … Probably Not a Reference to Stock Prices

09/22/2023

DJIA: 34,070 Higher for longer … probably not a reference to stock prices. Did we miss something Wednesday, did the Fed actually raise rates? Were Powell’s comments really new or that much of a surprise? […]

Equities Perspective

Stuck Inside of Mobile… With the Memphis Blues Again

09/15/2023

DJIA: 34,907 Stuck inside of Mobile… with the Memphis blues again. While that Dylan lyric would seem to have little to do with the stock market, that word “stuck” brought it to mind. It pretty […]

Dudack Research Group

US Strategy Weekly: Not Complacent About Inflation

09/13/2023

It is a very busy news week. The Department of Justice is suing Alphabet, Inc. (GOOG – $136.07) in federal court for anti-trust violations. Republican US House Speaker Kevin McCarthy launched an impeachment inquiry into […]

Equities Perspective

So Far September is Living up to its Reputation

09/08/2023

DJIA: 34,500 So far September is living up to its reputation – it’s the year’s worst month. A bit of a surprise given last week’s positive action, and this September actually has a couple positive […]

Dudack Research Group

US Strategy Weekly: September’s Record

09/06/2023

September has a poor reputation for equity performance and for good reason. The month ranks last in terms of price performance and has generated declines in the S&P 500 index in 50 of the last […]

Equities Perspective

It’s About Stocks … More Than the Stock Averages

09/01/2023

DJIA: 34,721 It’s about stocks … more than the stock averages. While the focus is always on the market averages, typically it’s the average stock that tells the story. When they began to diverge even […]

Dudack Research Group

US Strategy Weekly: Beware What You Wish For

08/30/2023

US job openings in July dropped to the lowest level in nearly two and a half years and equity investors rejoiced. The news triggered a 292.69-point gain in the Dow Jones Industrial Average, carrying the […]

Equities Perspective

If it’s a Low … Is it an Uptrend?

08/25/2023

DJIA: 34,099 If it’s a low … is it an uptrend? They may seem the same, but they are not always so. By historical standards a low should be close – bull market corrections typically […]

Dudack Research Group

US Strategy Weekly: Fed Minutes – Inflation is Unacceptably High

08/23/2023

Fitch downgraded its credit rating for long-term US government securities from AAA to AA+ on August 1, 2023, citing an erosion of fiscal governance and rising general government deficits. Moody’s cut the ratings on 10 […]

Equities Perspective

The Correction…

08/18/2023

DJIA: 34,413 The correction has been more than expected – or perhaps just different than expected. While just a few percent in the S&P, it has hit the seemingly unstoppable Tech the hardest. Best to […]

Latest Posts

Higher for Longer … Probably Not a Reference to Stock Prices

Stuck Inside of Mobile… With the Memphis Blues Again

US Strategy Weekly: Not Complacent About Inflation

Insights Archive

Higher for Longer … Probably Not a Reference to Stock Prices

Stuck Inside of Mobile… With the Memphis Blues Again

US Strategy Weekly: Not Complacent About Inflation

So Far September is Living up to its Reputation

US Strategy Weekly: September’s Record

It’s About Stocks … More Than the Stock Averages

US Strategy Weekly: Beware What You Wish For

If it’s a Low … Is it an Uptrend?

US Strategy Weekly: Fed Minutes – Inflation is Unacceptably High

The Correction…