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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 […]

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 […]

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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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: 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, […]

Dudack Research Group

US Strategy Weekly: Tariff Tizzy

02/05/2025

The first two weeks of Donald Trump’s presidency have been both hectic and head-spinning. And while some might call these past few days chaotic, the new administration has definitely been impactful, transparent, accessible, and game […]

Dudack Research Group

US Strategy Weekly: A DeepSeek Week

01/29/2025

This week, Liang Wenfeng, the 39-year-old founder of Chinese AI startup DeepSeek, went from being a total unknown to a well-known market disruptor. Out of the blue DeepSeek launched an open-source free AI assistant that […]

WSCM Quarterly Letter

A NEW YEAR

01/28/2025

The S&P 500 returned 2.4% for the fourth quarter of 2024 and over 20% for the year. Once again, most of the outperformance was in a handful of stocks known as the “Magnificent Seven”. On […]

Dudack Research Group

US Strategy Weekly: A Golden Age

01/22/2025

President Donald J. Trump declared in his inauguration address that this would be the beginning of great change and a “golden age” for America. Twenty four hours later it became clear that a big change […]

Equities Perspective

The Problem for stocks of Late is Bonds

01/17/2025

DJIA: 43,153 The problem for stocks of late … bonds. Graphically, TLT (87) and IEF (92), the 10-year and 30-year pretty much tell the story. Long rates are moving higher, and they have been doing […]

Dudack Research Group

US Strategy Weekly: Inflation, Bonds, and Equity Yields

01/14/2025

This strategy weekly is being written prior to the release of December’s CPI report, and many commentators are suggesting that the report could be a market moving event. Most economists are expecting inflation to trend […]

Dudack Research Group

US Strategy Weekly: The Fear of Good News

01/08/2025

The stock market made a steady string of all-time highs in the first half of December. But equities lost their luster after the December FOMC meeting held on December 17-18. The news from Chair Jerome […]

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