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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

So, Who Are You Going to Believe…
05/08/2026

DJIA: 49,597 So, who are you going to believe… your thinking or your eyes? Oil is up some 50%, Fed cuts unlikely, and inflation looming. Yet the market remains on its AI high. Amidst all […]

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Dudack Research Group

US Strategy Weekly: An Early Midyear Review
05/06/2026

Earnings Revision In “The Outlook for 2026 – A Year of Great Promise with Risks” (December 24, 2026) we estimated S&P 500 earnings of $315 for 2026 and $350 for 2027 while adding the caveat […]

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Equities Perspective

It’s Biblical… The Geek Shall Inherit the Earth
05/01/2026

DJIA: 49,652 It’s Biblical… the geek shall inherit the Earth. And, apparently, space as well. The geek of the week at least last week were the Semis, what’s new? Indeed, the SMH (507) of late […]

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Insights Archive

Equities Perspective

So, Who Are You Going to Believe…

05/08/2026

DJIA: 49,597 So, who are you going to believe… your thinking or your eyes? Oil is up some 50%, Fed cuts unlikely, and inflation looming. Yet the market remains on its AI high. Amidst all […]

Dudack Research Group

US Strategy Weekly: An Early Midyear Review

05/06/2026

Earnings Revision In “The Outlook for 2026 – A Year of Great Promise with Risks” (December 24, 2026) we estimated S&P 500 earnings of $315 for 2026 and $350 for 2027 while adding the caveat […]

Equities Perspective

It’s Biblical… The Geek Shall Inherit the Earth

05/01/2026

DJIA: 49,652 It’s Biblical… the geek shall inherit the Earth. And, apparently, space as well. The geek of the week at least last week were the Semis, what’s new? Indeed, the SMH (507) of late […]

Dudack Research Group

US Strategy Weekly: A UAE Moment

04/29/2026

It is Fed week and the consensus view is that there will be no change in monetary policy on Wednesday. We agree. Jerome Powell’s term ends May 15, which means this meeting is apt to […]

WSCM Quarterly Letter

BULLS VS. BEARS

04/28/2026

Stocks stumbled in the first quarter of 2026 as the debate shifted from the effects of tariffs on the U.S. and world economies to one of war with Iran. In short order the S&P 500 […]

Equities Perspective

FOMO on Steroids Thanks to TACO

04/24/2026

DJIA: 49,310 FOMO on steroids thanks to TACO… it’s perfectly clear. What does it say when you can define a market in anagrams? At least they haven’t gotten around to CAPE. That would be Shiller’s […]

Dudack Research Group

US Strategy Weekly: Happy TACO Tuesday!

04/22/2026

President Trump’s two-week ceasefire with Iran, initially scheduled to end Tuesday, April 21, 2026, was just extended minutes ago at the request of Pakistan to allow Iran to submit a unified peace proposal to the […]

Equities Perspective

From Intangible… to Tangible

04/17/2026

DJIA: 48,579 From intangible… to tangible. The market had shown an ability to ignore bad news, a failure to fail as we call it. While not quantifiable, we have always found it a hopeful sign […]

Dudack Research Group

US Strategy Weekly: Russell versus the MAG 7

04/15/2026

The first few hours of the US blockade of the Strait of Hormuz — with US warships located outside the strait in the Gulf of Oman — resulted in only eight vessel crossings. This was […]

Equities Perspective

There’s Technical Data… and Technical Intangibles

04/10/2026

There’s technical data… and technical intangibles. Both matter, and in this market, it was the latter that caught our attention. How could things look so dire, yet the market hold together? How could this news-driven […]

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