Insights | Wellington Shields & Co. LLC

Latest Posts

Goodbye Annus Horribilis

01/19/2021

Many are calling 2020 annus horribilis (a Latin phrase meaning “horrible year”) due in large part to the spread of the deadly COVID-19 virus around the globe and its knock-on effects on the global economy. Yet […]

US Strategy Weekly: Debt and Ownership

12/16/2020

The 2020 gains in the popular indices are remarkable, yet surprisingly disparate. The Dow Jones Industrial Average is up 5.8% year-to-date. The S&P 500 has done somewhat better with a 14.4% gain. A sharp end […]

Over-bought, Over-loved, Over-valued … but not Over.

12/11/2020

DJIA: 29,999 Overbought in a trading range is one thing, overbought in an uptrend is something else. In an uptrend, more is better. The percent of stocks above their 200 day average is a good […]

Insights Archive

Quarterly Market Strategy Report

Goodbye Annus Horribilis

01/19/2021

Dudack Research Group

US Strategy Weekly: Debt and Ownership

12/16/2020

Equities Perspective

Over-bought, Over-loved, Over-valued … but not Over.

12/11/2020

DJIA: 29,999 Overbought in a trading range is one thing, overbought in an uptrend is something else. In an uptrend, more is better. The percent of stocks above their 200 day average is a good […]

Dudack Research Group

US Strategy Weekly: Liquidity Wins

12/09/2020

We focus on three issues this week. The first is that technical indicators have finally and whole-heartedly confirmed the current advance. The second is that even though third quarter earnings estimates are beating expectations, it […]

Equities Perspective

We Zoom… we used to Xerox.

10/23/2020

DJIA: 28,364 Different products, we know, but same concept – things change. There are few durable technologies and still fewer that don’t beget their own competition. Change, of course, takes time and it seems a […]

Dudack Research Group

US Strategy Weekly: Counting Positives and Negatives

10/21/2020

With a little more than two months left to the year, few would deny that 2020 has been an unusual year. The turning point was the historic, unpredictable, and relentless spread of the COVID-19 virus […]

Quarterly Market Strategy Report

4Q 2020: Be Alert to October Surprises

10/16/2020

There is a growing consensus that Democrats will win the White House, possibly increase their majority in the House and could even tilt the balance in the Senate. And economists are now indicating the Biden-Harris […]

WSCM Quarterly Letter

2020 Third Quarter Review – The Final Stretch

10/01/2020

We believe the market is in an uptrend but the near-term forecast is decidedly unclear. It’s been a wild ride so far and President Trump testing positive for the coronavirus may only be the first […]

Dudack Research Group

US Strategy Weekly: Trump Biden Tax Proposals

09/23/2020

A new week brought new worries for the stock market. Moods were already downcast after the passing of Supreme Court icon Ruth Bader Ginsberg. Throughout her illustrious career Judge Ginsburg was a leader, a role […]

Equities Perspective

This time is different… really.

08/21/2020

DJIA: 27,739 It’s easy, even tempting, to compare this market to the bubble that was 1999 – 2000. Like then, the market is dominated by a few stocks, actually fewer than back then. Back then […]