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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

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 […]

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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 […]

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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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Insights Archive

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 […]

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 […]

Dudack Research Group

US Strategy Weekly: Lower Inflation Ahead

02/18/2026

US Strategy Weekly                     Lower Inflation Ahead We like to find “crowded trades” or extremes in sentiment regarding an investment and then find the flaws in the view. One of these crowded views is […]

Equities Perspective

Last Thursday the World Was Ending… Monday Saw New Highs

02/13/2026

DJIA: 49,452 Last Thursday the world was ending… Monday saw new highs. More specifically, Thursday afternoon Software and Bitcoin looked about to waterfall – Bitcoin did just that after hours. So, Friday’s up open was […]

Dudack Research Group

US Strategy Weekly: Two Notable Risks

02/11/2026

There has been a string of data releases this past week, but the most important reports on employment and inflation for January are still ahead. The combination of these two releases could shift the consensus […]

Equities Perspective

There Was No Bubble in AI… Apparently There Was One in Software

02/06/2026

DJIA: 48,909 There was no bubble in AI… apparently there was one in Software. It was not that long ago the fear was that AI would displace workers. Now the fear is AI will displace […]

Dudack Research Group

US Strategy Weekly: A Buyer of Weakness

02/04/2026

Just like the market was not concerned about last week’s FOMC meeting, it was unaffected by the current partial government shutdown. Both are rational reactions in our view. Lower interest rates in a good economy […]

Equities Perspective

When Both Cisco & Sysco Are Acting Well…

01/30/2026

When both Cisco (CSCO – 78) and Sysco (SYY – 84) are acting well… it’s hard to call the market narrow. You can argue Tech is mixed, the Semis versus Software, but when it comes […]

Dudack Research Group

US Strategy Weekly: Background Noise

01/28/2026

A torrent of problems appears to be challenging US equities. Congress faces a January 30 deadline to fund the government or risk another partial government shutdown. Atomic scientists suggest the ‘Doomsday Clock’ is closer to […]