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THE FINAL STRETCH

10/22/2024

The third quarter of 2024 may well be remembered for the dramatic shift in Federal Reserve policy. With a fifty basis-point interest rate cut, Chairman Powell made it quite clear that rising unemployment was more […]

They were 4-to-1 up last Friday

10/18/2024

DJIA: 43,239 They were 4-to-1 up last Friday… congrats to all you great traders!  Back in our days at the Bob Farrell school of technical analysis, a colleague once quipped he was a great trader, […]

US Strategy Weekly: A Global Easing

10/16/2024

The current advance in US equity prices may have as much to do with what is happening outside of the US as it does with what is happening domestically. And we are not talking about […]

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WSCM Quarterly Letter

THE FINAL STRETCH

10/22/2024

The third quarter of 2024 may well be remembered for the dramatic shift in Federal Reserve policy. With a fifty basis-point interest rate cut, Chairman Powell made it quite clear that rising unemployment was more […]

Equities Perspective

They were 4-to-1 up last Friday

10/18/2024

DJIA: 43,239 They were 4-to-1 up last Friday… congrats to all you great traders!  Back in our days at the Bob Farrell school of technical analysis, a colleague once quipped he was a great trader, […]

Dudack Research Group

US Strategy Weekly: A Global Easing

10/16/2024

The current advance in US equity prices may have as much to do with what is happening outside of the US as it does with what is happening domestically. And we are not talking about […]

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 […]

Dudack Research Group

US Strategy Weekly: An Important Earnings Season

10/09/2024

This week marks the beginning of third quarter earnings season, and it will include four S&P financial companies reporting earnings this Friday. According to LSEG IBES, analysts are forecasting S&P Composite earnings per share to […]

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 […]

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