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NEWS & INSIGHTS

Market Insights and
Expert Perspectives

Read timely analysis, strategic viewpoints and in-
depth market commentary to keep you informed
and ahead of the curve.

Latest Posts

Equities Perspective

This time is different… it will take two to TACO
03/27/2026

 DJIA: 45,960 This time is different… it will take two to TACO. After wildly inconsistent announcements it’s tempting to ignore the president, but for many reasons that’s hard to do. It does seem clear he […]

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Equities Perspective

TACO… or Proper Burger? 
03/20/2026

DJIA: 46,021 TACO… or Proper Burger?  It seems we’re in it to win it, and not just say we did.  Of course, it would be hard to say we won when some little piece of […]

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Dudack Research Group

US Strategy Weekly: Fundamental Support
03/18/2026

News of the war in Iran, the blockade in Strait of Hormuz, Brent crude oil at $103.52 a barrel, and the average price for a gallon of gasoline rising from $2.84 to $3.86 in a […]

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Insights Archive

Equities Perspective

This time is different… it will take two to TACO

03/27/2026

 DJIA: 45,960 This time is different… it will take two to TACO. After wildly inconsistent announcements it’s tempting to ignore the president, but for many reasons that’s hard to do. It does seem clear he […]

Equities Perspective

TACO… or Proper Burger? 

03/20/2026

DJIA: 46,021 TACO… or Proper Burger?  It seems we’re in it to win it, and not just say we did.  Of course, it would be hard to say we won when some little piece of […]

Dudack Research Group

US Strategy Weekly: Fundamental Support

03/18/2026

News of the war in Iran, the blockade in Strait of Hormuz, Brent crude oil at $103.52 a barrel, and the average price for a gallon of gasoline rising from $2.84 to $3.86 in a […]

Equities Perspective

Mission Accomplished… Or Mission Impossible?

03/13/2026

DJIA: 46,678 Mission accomplished or… mission impossible? Poor George W believed the former, and we know how that worked out. We doubt anyone believes it this time. Yet the plan seems to be unfolding – […]

Dudack Research Group

US Strategy Weekly: Pros and Cons

03/11/2026

As noted last week, we remain a buyer of market weakness over the longer term but given the unpredictability and messiness of the war in the Mideast, we remain cautious in the short term. War-time […]

Equities Perspective

The Smell of Napalm in the Morning… How Many Mornings

03/06/2026

DJIA: 47,955 The smell of Napalm in the morning… how many mornings? Our less than scientific take on consensus is pretty much the worst is over. This, of course, was abetted by an obscure story […]

Dudack Research Group

US Strategy Weekly: Mideast in Flux

03/04/2026

We remain a buyer of market weakness over the longer term but given the escalation of the war in the Mideast, we would be cautious this week since war can be chaotic and messy. The […]

Equities Perspective

The Market… A Term Almost No Longer Relevant

02/27/2026

DJIA: 49,499 The market… a term almost no longer relevant. Were this the market we used to know, we could say the technical background is really pretty good. The S&P is only a few percent […]

Dudack Research Group

US Strategy Weekly: Fear is Good

02/25/2026

A day before President Trump’s State of the Union speech, a wave of panic rolled over the equity market. Some of this was due to a multitude of questions left unanswered by the Supreme Court […]

Equities Perspective

A Bull Market Somewhere… But Not Everywhere

02/20/2026

A bull market somewhere… but not everywhere. The cliché used to be it’s a market of “stocks”. To look at the Equal Weight S&P stocks act well. And to look at stocks above their 200-day […]

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