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If They Don’t Go Down, Likely Will Go Up

03/21/2025

DJIA: 41,953 If they don’t go down … it’s likely they will go up. Actually, that’s a bit more profound than it would seem. A 10% correction was in place last Thursday, the technical backdrop […]

US Strategy Weekly: Sentiment Swoons

03/19/2025

This week marks the Federal Reserve’s second FOMC meeting of the year and it is one of the few meetings that will include a summary of the Federal Reserve Board’s economic projections. Economists will be […]

It’s Not About Where or When

03/14/2025

This week there will be no regular market letter.  Instead, please find a few thoughts from Frank on the recent action. It’s not about where or when … it’s about the selling. Sellers, not buyers […]

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Equities Perspective

If They Don’t Go Down, Likely Will Go Up

03/21/2025

DJIA: 41,953 If they don’t go down … it’s likely they will go up. Actually, that’s a bit more profound than it would seem. A 10% correction was in place last Thursday, the technical backdrop […]

Dudack Research Group

US Strategy Weekly: Sentiment Swoons

03/19/2025

This week marks the Federal Reserve’s second FOMC meeting of the year and it is one of the few meetings that will include a summary of the Federal Reserve Board’s economic projections. Economists will be […]

Equities Perspective

It’s Not About Where or When

03/14/2025

This week there will be no regular market letter.  Instead, please find a few thoughts from Frank on the recent action. It’s not about where or when … it’s about the selling. Sellers, not buyers […]

Dudack Research Group

US Strategy Weekly: When Emotions Run High

03/12/2025

The S&P 500 is down 5.26% year-to-date and is currently 9.3% below its all-time high. More importantly, this 9.3% decline took place in just the last 14 trading sessions. But the real carnage has taken […]

Dudack Research Group

US Strategy Weekly: The Ides of March

03/05/2025

February ended with losses of 1.4% and 1.6% in the S&P 500 and Dow Jones Industrial Average, respectively, and even bigger losses of 4.0% and 5.4% in the Nasdaq Composite and Russell 2000, respectively. Yet […]

Dudack Research Group

US Strategy Weekly: Climbing? A Wall of Worry?

02/26/2025

The new administration, now in its fifth week, continues to be the main topic of conversation in almost every economic and political circle around the world. However President Trump’s campaign promise of a peace deal […]

Equities Perspective

It’s the Market That Makes the News

02/21/2025

DJIA: 44,176 It’s the market that makes the news … thank goodness. Tariffs now seem almost a common event, DeepSeek has threatened the market’s most prized stock, Nvidia (140) and AI itself. The government is […]

Dudack Research Group

US Strategy Weekly: Disruptor

02/19/2025

If you own a business that is part of the traditional mainstream of any industry, you will probably be very skeptical of any innovative upstart that enters your world. Not all upstarts are disruptors, but […]

Dudack Research Group

US Strategy Weekly: Job Contradictions

02/12/2025

The 3-week-old Trump presidency continues to generate multiple headlines every day and this week was no exception. The big news was that the United States imposed a 25% tariff on imports of aluminum and steel […]

Equities Perspective

It’s a House Divided, But Still Standing

02/07/2025

DJIA: 44,747 It’s a house divided … but still standing. From the Bible to Abe Lincoln, to basic technical analysis, divided is not a good thing. The divide is most clear in a simple indicator, […]

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