Insights | Wellington Shields & Co. LLC

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The Stealth Correction…Stealthy No More

04/19/2024

DJIA: 37,775 The stealth correction… stealthy no more. Three better than 4-to-1 down volume days make this clear. Of course, we might have continued to skate by had it not been for a war or […]

KEEP SOME POWDER DRY

04/17/2024

U.S. stocks rallied in the first quarter of 2024 in anticipation of strong corporate profits and the Federal Reserve cutting interest rates. It is notable that the market’s breadth increased, something that was lacking for […]

US Strategy Weekly: Inflation Redux

At a policy forum focused on US-Canada economic relations, Federal Reserve Chairman Jerome Powell questioned whether the Fed would be able to lower interest rates this year prior to significant signs of an economic slowdown. […]

Insights Archive

Equities Perspective

The Stealth Correction…Stealthy No More

04/19/2024

DJIA: 37,775 The stealth correction… stealthy no more. Three better than 4-to-1 down volume days make this clear. Of course, we might have continued to skate by had it not been for a war or […]

WSCM Quarterly Letter

KEEP SOME POWDER DRY

04/17/2024

Dudack Research Group

US Strategy Weekly: Inflation Redux

04/17/2024

Dudack Research Group

US Strategy: Beware of Oil

04/10/2024

After last week’s strong jobs report for March, equity investors became a bit more concerned about the slew of inflation data that will be reported this week and with good reason. Although we have not […]

Equities Perspective

April Showers … Bring May Flowers

04/05/2024

DJIA: 38,596 April showers … bring May flowers. That loosely also works as a market forecast. Given the technical background, we admit to surprise at almost any weakness. And, of course, we don’t get the logic […]

Dudack Research Group

US Strategy Weekly: Achilles Heel

04/03/2024

Last week we stated that we thought the stock market was overly fixated on the Fed’s dot plot forecasts while waiting and hoping for a Fed pivot and lower interest rates (which we believe are […]

Quarterly Market Strategy Report

A Bitcoin Quarter

04/01/2024

Comments by Federal Reserve Chair Jerome Powell following the December 13, 2023 Fed meeting triggered a strong yearend rally that led to all four of the major US equity indices closing the year with impressive […]

Dudack Research Group

US Strategy Weekly: Dot Plot Mania

03/27/2024

Non-defense capital goods orders excluding aircraft, which is a good proxy for capital spending plans, rose 0.7% in February after falling in January. This was an encouraging sign for the economy. The Conference Board Consumer […]

Equities Perspective

Just Buy the S&P… Sage Advice in Recent Years

03/22/2024

DJIA: 39,781 Just buy the S&P… sage advice in recent years. The 500 stocks there sounds like the diversification everyone preaches, and its performance has been hard to beat. So-called passive ETFs have made it […]

Dudack Research Group

US Strategy Weekly: Japan’s New Era

03/20/2024

A Landmark Shift This week, just as the Federal Reserve begins to debate a possible reversal of tight monetary policy, the Bank of Japan implemented its first interest rate increase in 17 years. Considered by […]