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

  • August 2021: Good vs. Bad

    Good vs. Bad August 4, 2021 Dow: 34,793 So many of the decisions we make in life are tradeoffs, both the big decisions and the little decisions. We evaluate the pros and cons of where to live, where to work, what career to choose, etc. As investment pr …

  • Let’s Get Real – June 2021

    Let’s Get Real June 28, 2021 Dow: 34,283 Inflation has been the topic du jour during the last few months. For the past year, the Consumer Price Index is up 5%. Over the last 30 years, it has only been higher for a short period in 2008. Should we be con …

  • New Highs – May 2021

    New Highs May 27, 2021 Dow: 34,465 The first quarter earnings reports continued to provide upside surprises as the economy expands and the COVID-19-based restrictions are eased. The average earnings surprise for the S&P 500 has been near 20% for th …

  • Does the Fed Have Our Back? – March 2021

    Does the Fed Have Our Back March 24, 2021 Dow: 32,420 The Fed has a dual mandate: pursue full employment while keeping inflation low. As the years have passed, they seem to have added even more to their plate. They have shown concern for instability in …

  • What Goes Up…- February 2021

    What Goes Up… February 3, 2021 Dow: 30,724 Well, I guess we have to talk about GameStop. First, let’s give a little history about how GameStop got here. The company has been struggling for years as gaming businesses moved to online distribution and r …

  • Auld Lang Syne – December 2020

    Auld Lang Syne December 29, 2020 Dow: 30,336 The traditional New Year’s Eve song has its origins in Scotland in the late 18th century. It was a song of longing and melancholy for better times past. That can certainly describe the feeling we have all ha …

  • The Election is Over!? – November 2020

    The Election is Over!? November 24, 2020 Dow: 30,046 We felt that using inclusive punctuation in the title was the best way to give a nod to our readers across the political spectrum. We are glad it is over, if just to end some of the uncertainty. Ever …

  • Fall – October 2020

    Fall October 27, 2020 Dow: 27,463 Fall is one of the best times to be in Wisconsin. The kaleidoscope of changing maple, oak, and elm leaves, Packer football, and deer hunting season are just some of the things that give a natural rhythm to our lives he …

  • Growth vs. Value – September 2020

    Growth vs. Value September 29, 2020 Dow: 27,452 Growth or value? This question has been a facet of investing for decades, but has come into even more pointed focus in the last few months. Growth stocks have continued a decade-long trend and massively o …

  • New Normal – July 2020

    New Normal July 30, 2020 Dow: 26,314 “New normal” is a term that has been used to describe the economic circumstances that existed after the 2007-08 recession. Large amounts of personal wealth and capital were lost as housing values plummeted, stock pr …