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Seems Like Old Times

12/20/2024

DJIA: 42,342 Seems like old times … 2000 maybe? The market that year was great while it lasted, or should we say while the dot-coms lasted.  It was a market so divided they gave names […]

US Strategy Weekly: The Donald Effect

12/11/2024

In its August 2024 country report, the International Monetary Fund indicated that in 2023, China’s central and local governments and other government-related funds and entities, owed as much as 116.9% of GDP in debt. Moreover, […]

Bullish, Who Isn’t?

12/06/2024

DJIA: 44,765 Bullish … who isn’t? Sure that’s a worry but for now we wouldn’t get caught up playing contrarian.  One of our favorite quips here is that investors are wrong at the extremes, but […]

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Equities Perspective

Seems Like Old Times

12/20/2024

DJIA: 42,342 Seems like old times … 2000 maybe? The market that year was great while it lasted, or should we say while the dot-coms lasted.  It was a market so divided they gave names […]

Dudack Research Group

US Strategy Weekly: The Donald Effect

12/11/2024

In its August 2024 country report, the International Monetary Fund indicated that in 2023, China’s central and local governments and other government-related funds and entities, owed as much as 116.9% of GDP in debt. Moreover, […]

Equities Perspective

Bullish, Who Isn’t?

12/06/2024

DJIA: 44,765 Bullish … who isn’t? Sure that’s a worry but for now we wouldn’t get caught up playing contrarian.  One of our favorite quips here is that investors are wrong at the extremes, but […]

Dudack Research Group

US Strategy: Ignoring the Chaos

12/04/2024

Against a backdrop that included a sudden burst of political chaos in South Korea, Israel threatening to expand the war if the Hezbollah truce collapses, and China issuing a ban on exports of critical minerals […]

Dudack Research Group

US Strategy Weekly: Happy Thanksgiving to All

11/27/2024

As we prepare for a day of Thanksgiving, we want to express our appreciation and gratitude to all DRG clients and thank you for your continuing support in 2024. We wish you and your loved […]

Dudack Research Group

US Strategy Weekly: Challenges Ahead

11/20/2024

Global markets were choppy, but higher in recent trading even though President Vladimir Zelensky of Ukraine marked the 1,000th day of the Russian invasion by attacking an arsenal inside Russia with US-made ATACMS missiles – […]

Equities Perspective

So Far So Good for Trump 2.0

11/19/2024

DJIA: 43,750 So far so good for Trump 2.0 … but can these knee-jerk reactions be trusted? Specifically, are knee-jerk reactions to elections to be trusted? The answer, of course, it depends. Interestingly, it’s the […]

Dudack Research Group

US Strategy Weekly: Post-election Euphoria

11/13/2024

In the four trading sessions following the election, the equity market recorded stunning gains of 3.8% in the S&P 500 index, 4.9% in the Dow Jones Industrial Average, 4.7% in the Nasdaq Composite index, and […]

Equities Perspective

Trump Rally or Relief Rally

11/08/2024

DJIA: 43,729 Trump rally … or relief rally? As important as the election’s outcome, it might well be there is one.  For now there are the winners, the Trump trades, and there are losers, but […]

Dudack Research Group

US Strategy Weekly: Happy Election Day

11/06/2024

It is finally election day and hopefully results will come quickly, and it will not take days, or weeks, to get final tallies of votes. (It does not make sense to us that in this […]

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