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NEWS & INSIGHTS

Market Insights and
Expert Perspectives

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Equities Perspective

Tariffs… Who Saw Those Coming, Again

07/11/2025

DJIA: 44,651 Tariffs… who saw those coming, again. Judging by the Market’s reaction Monday, few. Most had expected something more conciliatory. And what about the idea that it’s the market that makes the news, and […]

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Company News

InvestmentNews: Wellington Shields to ring NYSE bell to mark 100 years of independence, advisor ownership

07/09/2025

*Originally published on InvestmentNews by Andrew Cohen on July 9, 2025. Wellington Shields, a wealth management firm that advises on $3.5 billion in client assets, will celebrate its 100-year history by ringing the closing bell […]

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Company News

Wellington Shields Celebrates 100 Years with NYSE Closing Bell Ringing

07/09/2025

New York-based Wealth Management Firm Reflects on a Century of Quiet Success and Enduring Values NEW YORK – July 9, 2025 – Wellington Shields, a leading independent wealth management firm, is celebrating its 100-year anniversary […]

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Insights Archive

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Equities Perspective

Tariffs… Who Saw Those Coming, Again

07/11/2025

DJIA: 44,651 Tariffs… who saw those coming, again. Judging by the Market’s reaction Monday, few. Most had expected something more conciliatory. And what about the idea that it’s the market that makes the news, and […]

Company News

InvestmentNews: Wellington Shields to ring NYSE bell to mark 100 years of independence, advisor ownership

07/09/2025

*Originally published on InvestmentNews by Andrew Cohen on July 9, 2025. Wellington Shields, a wealth management firm that advises on $3.5 billion in client assets, will celebrate its 100-year history by ringing the closing bell […]

Company News

Wellington Shields Celebrates 100 Years with NYSE Closing Bell Ringing

07/09/2025

New York-based Wealth Management Firm Reflects on a Century of Quiet Success and Enduring Values NEW YORK – July 9, 2025 – Wellington Shields, a leading independent wealth management firm, is celebrating its 100-year anniversary […]

Equities Perspective

Change Partners… and Dance

07/03/2025

DJIA 44,484 Change partners… and dance. Tuesday’s market certainly seemed to take heed of that Fred Astaire advice. It’s not that it was a bad day all together, A/Ds were nicely positive, it was a […]

Quarterly Market Strategy Report

Good Groundwork

07/01/2025

The market’s performance in the second quarter of the year was surprisingly good with gains of 17.8% in the Nasdaq Composite, 10.6% in the S&P 500, 5.0% in the Dow Jones Industrial Average, and 8.1% […]

Equities Perspective

War is Hell… But Good for the Market?

06/27/2025

DJIA: 43,387 War is Hell… but good for the market? It depends on the market. So far so good for this market, and it was good for the market when Ukraine was invaded back in […]

Equities Perspective

The Middle East… Making Tariffs Look Good

06/20/2025

DJIA: 42,172 The Middle East… making tariffs look good. Imagine where the market might be in a world without a crisis. Imagine, because it’s not reality – there’s always something. However, were we to just […]

Dudack Research Group

US Strategy Weekly: Cygnus Atratus

06/18/2025

It is not clear if the current war between Israel and Iran qualifies as a black swan (cygnus atratus) event or not, but to the extent that the US could be drawn into this Middle […]

Equities Perspective

BUY in May… and Go Away?

06/13/2025

DJIA: 42,967 BUY in May… and go away? Like most things, it depends. May was a great month, up more than 5% in the S&P. There are many 5% months, some with follow-through others without. […]

Dudack Research Group

US Strategy Weekly: World Bank Lore

06/11/2025

The World Bank is the latest entity to lower its global economic forecast stating that “downside risks to the outlook predominate, including an escalation of trade barriers, persistent policy uncertainty, rising geopolitical tensions, and an increased […]