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Underlying Fundamentals … Way Under is How Some Would Seem

03/15/2024

DJIA:  38,905 Underlying fundamentals … way under is how some would seem.  With all due respect to companies like Nvidia (879) and Super Micro (1130), underlying fundamentals don’t drive those kind of straight up moves.  […]

US Strategy Weekly: Bitcoin, Equities, and ETFs

03/06/2024

Bitcoin (BTC= – $63,770.00) touched a record high this week based on a view that global interest rates will soon fall. In many ways, bitcoin is a good illustration of the speculative nature of today’s […]

Go Big … Going Small

03/01/2024

DJIA:  38,996 Go big … going small.  Big has dominated the markets, at least in terms of the market averages.  The top 10% of the market is 75% of the market.  The last time it […]

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Equities Perspective

Underlying Fundamentals … Way Under is How Some Would Seem

03/15/2024

DJIA:  38,905 Underlying fundamentals … way under is how some would seem.  With all due respect to companies like Nvidia (879) and Super Micro (1130), underlying fundamentals don’t drive those kind of straight up moves.  […]

Dudack Research Group

US Strategy Weekly: Bitcoin, Equities, and ETFs

03/06/2024

Bitcoin (BTC= – $63,770.00) touched a record high this week based on a view that global interest rates will soon fall. In many ways, bitcoin is a good illustration of the speculative nature of today’s […]

Equities Perspective

Go Big … Going Small

03/01/2024

DJIA:  38,996 Go big … going small.  Big has dominated the markets, at least in terms of the market averages.  The top 10% of the market is 75% of the market.  The last time it […]

Dudack Research Group

US Strategy Weekly: Not Normal Times

02/28/2024

A Government Shut Down Looms In normal times, investors would be worried about the possibility of a government shutdown by the end of this week, but these are not normal times. Two months ago, Congress […]

Dudack Research Group

US Strategy Weekly: Nvidia in the Spotlight

02/21/2024

The equity market is in the early innings of a stock market bubble, in our view. For bubbles to form there is normally a new generation of investors, excess liquidity, and an underlying development, discovery, […]

Equities Perspective

Every Trend Must Go Too Far

02/16/2024

DJIA: 38,773 Every trend must go too far … and evoke its own reversal. Surprising how little has changed since Heraclitus made that observation back in 500 BC. The question, of course, is how far […]

Dudack Research Group

US Strategy Weekly: Where is Goldilocks?

02/13/2024

Last week in our strategy weekly “A Bubble, or Not a Bubble” (February 7, 2024) we outlined the three possible strategies to employ during a stock market bubble. They are 1.) participate in the bubble […]

Equities Perspective

Bubble, Bubble … No Toil or Trouble, Yet

02/09/2024

DJIA:  38,726 Bubble, bubble … no toil or trouble, yet.  The idea of a bubble of course carries a negative connotation.  That’s about the bursting of a bubble, but obviously there’s plenty of money to […]

Dudack Research Group

US Strategy Weekly: A Bubble, or Not a Bubble? That is the Question

02/07/2024

We recently wrote that we thought the equity market was richly valued and equities would either see a pullback to lower levels or the equity market could be on the verge of a bubble. Recent […]

Dudack Research Group

US Strategy Weekly: Earnings, FOMC, and Jobs

01/31/2024

The S&P 500 and the Dow Jones Industrial Average recorded a series of new highs in recent sessions, triggered by the US Treasury’s announcement that funding in the first quarter would be less than previously […]

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