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Do You Trust Your Thinking … Or Do You Trust Your Eyes

02/03/2023

DJIA:  34,053 Do you trust your thinking … or do you trust your eyes?  Logic suggests there’s unfinished business on the downside.  After all, as the Fed just made clear, it seems hell-bent in its […]

US Strategy Weekly: It’s All About Earnings

01/25/2023

Inflation S&P Global said its flash US Composite PMI Output Index, which tracks the manufacturing and services sectors, rose to 46.6 this month from a final reading of 45.0 in December. This was the first […]

WATCH THE FED

01/20/2023

The year 2022 was not a good year for the markets. The Dow Jones Industrial Average, S&P 500, and NASDAQ all had the biggest annual declines in fourteen years. Bonds, traditionally a source of stability, […]

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Equities Perspective

Do You Trust Your Thinking … Or Do You Trust Your Eyes

02/03/2023

DJIA:  34,053 Do you trust your thinking … or do you trust your eyes?  Logic suggests there’s unfinished business on the downside.  After all, as the Fed just made clear, it seems hell-bent in its […]

Dudack Research Group

US Strategy Weekly: It’s All About Earnings

01/25/2023

Inflation S&P Global said its flash US Composite PMI Output Index, which tracks the manufacturing and services sectors, rose to 46.6 this month from a final reading of 45.0 in December. This was the first […]

WSCM Quarterly Letter

WATCH THE FED

01/20/2023

The year 2022 was not a good year for the markets. The Dow Jones Industrial Average, S&P 500, and NASDAQ all had the biggest annual declines in fourteen years. Bonds, traditionally a source of stability, […]

Equities Perspective

Rock ‘n’ Roll is Here to Stay… And Tech Will Never Die

01/20/2023

DJIA:  33,044 Rock ‘n’ roll is here to stay… and Tech will never die.  Don’t tell that to Digital Equipment, Sun Microsystems, Burroughs, Control Data or Sperry Rand.  Tech may never die, but the names […]

Dudack Research Group

US Strategy Weekly: Oil, the Dollar, Gold, and Treasury Bonds

01/18/2023

Equities have demonstrated some impressive price momentum in recent weeks, and this inspired us to look at a range of markets to see what might either support or counter this advance. Unfortunately, what we found […]

Equities Perspective

They Didn’t See it Coming … And They Won’t See it Going

01/13/2023

DJIA:  34,189 They didn’t see it coming … and they won’t see it going.  The Fed isn’t very good at forecasting inflation, or recessions for that matter.  It’s joked the stock market has predicted nine […]

Dudack Research Group

US Strategy Weekly: Get Ready, Go, Get Set

01/11/2023

The price performance of the equity market during the first few days of the new year provided a nice respite for investors who weathered a very difficult 2022. But this year’s good start will face […]

Equities Perspective

Last Year Was so Tough …Even the Liars Didn’t Make Money

01/06/2023

DJIA: 32,930 Last year was so tough …even the liars didn’t make money. It wasn’t a good year to chase rallies – the S&P lost 0.24% on the day following a big up day. On […]

Dudack Research Group

US Strategy Weekly: Historic Guidelines

01/04/2023

History may not repeat itself exactly, but there is always something to learn from past economic cycles. In 2022, inflation was the highest in 40 years and there is much to be learned from this. […]

Quarterly Market Strategy Report

Cash is No Longer Trash

01/01/2023

The last twelve months have been a difficult time for many investors. Full year declines in the major equity indices totaled 8.8% in the Dow Jones Industrial Average, 19.4% in the S&P 500 and a […]

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