Welcome to the Dana Viewpoint Blog. Our team has been writing the Dana Viewpoint Newsletter for over 30 years. The Viewpoint originally started as our monthly newsletter to clients covering a variety of topics related to the markets or economy with either a provocative or random thought ending the communication. Over time we realized that traditional channels and the speed of communication have evolved, so we have created the Dana Viewpoint blog to quickly and efficiently pass along our thoughts with investors. To gain intriguing and useful insights please read below and subscribe to our Dana Viewpoint Blog. Subscribe Here
Do you notice that your inbox is stuffed with market and economic predictions at the beginning of each year, but never a recap at year end? We aren’t afraid to walk the high wire, so here is a review of our 2025 predictions. GLP-1 drugs will come under …
Time for Some Soothsaying December 12, 2025 Dow: 48,458 Otherwise known as our predictions for 2026. We love to take credit for correct predictions and rationalize away the poor ones. This prediction exercise helps us develop a framework for thinking a …
Cruisin’ September 30, 2025 Dow: 46,397 The stock market continues to power ever higher, with the S&P 500 Index recently reaching another new all—time high. The index is up over 14% in 2025 despite a spring correction and has now almost doubled ove …
What if… July 11, 2025 Dow: 44,650 Tariffs don’t cause inflation, a lasting peace comes to the Middle East, and interest rates fall? The last six months have provided a strong example of why both individuals and larger organizations should not stray …
Snapback May 21, 2025 Dow: 41,860 Has this most recent market correction been that different than other recent corrections? We think not. In a typical correction, the market declines based on concerns about future prospects for the economy, for a time …
Uncertainty March 28, 2025 Dow: 41,583 This word has become a cliché in the last two months, but it aptly describes what many investors view as the driver in the current environment. Trump entered office and immediately pushed forward aggressively on m …
Tariffs February 18, 2025 Dow: 44,556 Much has been said about tariffs being inflationary, but we actually worry about them for a different reason: because they are contractionary. They tend to create a combination of reduced trade, consumption, and ou …
A Review of Our 2024 Predictions January 27, 2025 Dow: 44,713 Many strategists enjoy making predictions, but a review of past predictions is like a trip to the dentist for a root canal — something to be avoided at all costs. This is a shame because gro …
Through the Looking Glass December 30, 2024 Dow: 42,573 This year was an exceptional year for most markets and while every year has surprises, several events played out very close to our predictions. We’ll reflect on our 2024 predictions in early Janua …
Risk and Opportunity December 4, 2024 Dow: 45,014 The election is in the rear view mirror and the market is at new highs — what should investors do? We have always been big proponents of staying within your risk range regardless of market levels or geo …