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Show Us Market Breadth and We’ll Show You the Money

07/12/2024

DJIA:  39,753 Show us market breadth …and we’ll show you the money. Liquidity and the lack thereof drives markets.  When you say to yourself you wish you had more money to invest but you don’t, […]

Politics Ahead

07/01/2024

The stock market’s performance in the first half of the year was strikingly similar to the action seen in the first half of 2023. The benchmark S&P 500 index rose 14.5%, a bit less than […]

US Strategy Weekly: Rarefied Air

06/19/2024

Recent comments by several Federal Reserve Board governors suggest they agree with our base case that there will be only one rate cut this year, if any. However, in our view, Fed policy is no […]

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Equities Perspective

Show Us Market Breadth and We’ll Show You the Money

07/12/2024

DJIA:  39,753 Show us market breadth …and we’ll show you the money. Liquidity and the lack thereof drives markets.  When you say to yourself you wish you had more money to invest but you don’t, […]

Quarterly Market Strategy Report

Politics Ahead

07/01/2024

The stock market’s performance in the first half of the year was strikingly similar to the action seen in the first half of 2023. The benchmark S&P 500 index rose 14.5%, a bit less than […]

Dudack Research Group

US Strategy Weekly: Rarefied Air

06/19/2024

Recent comments by several Federal Reserve Board governors suggest they agree with our base case that there will be only one rate cut this year, if any. However, in our view, Fed policy is no […]

Equities Perspective

Sometimes a Low is Just a Low

06/14/2024

DJIA:  38,647 Sometimes a low is just a low … and not a shiny new uptrend.  The semi washout low in late May, a 5-to-1 down day and a couple of decent up days, seemed […]

Dudack Research Group

US Strategy Weekly: A Three-stock Rally

06/12/2024

Apple, Inc. (AAPL – $207.15) shares jumped over 7% to a record high after announcing that later this year the “Apple Intelligence” platform – its foray into the generative AI space — will be integrated […]

Dudack Research Group

US Strategy Weekly: Looking for the Perfect Soft Landing

06/05/2024

The stock market has been advancing strongly based on the belief that 1.) inflation is trending lower 2.) the Fed’s next move will be a rate cut not a rate hike and 3.) that there […]

Dudack Research Group

US Strategy Weekly: Not a New Normal

05/29/2024

The Wall Street Journal article entitled “Wall Street’s Favorite Recession Indicator is in a Slump of its Own” caught our attention this week. The writer asks the question of whether there is still value in […]

Equities Perspective

You Wish You Had More Money to Invest But Don’t …

05/24/2024

DJIA:  39,065 You wish you had more money to invest but you don’t … that’s the top.  Well, if that were true for all of us, that is, when all the money is in, by […]

Dudack Research Group

US Strategy Weekly: Utilities in Play

05/22/2024

Along with many other stock markets around the world, the Nasdaq Composite index and the S&P 500 index recorded all-time highs this week. These highs came just a day before Nvidia Corp. (NVDA – $953.86), […]

Equities Perspective

Be Careful What You Wish For

05/17/2024

DJIA:  39,869 Be careful what you wish for … the troops have been leading the generals.  Everyone complained about the narrow market, but it had its advantages.  When it was just the FANG stocks, and […]

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