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
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 …
Pay Attention August 29, 2024 Dow: 41,335 We are talking to Jerome Powell, not our readers and friends. For a good number of months, and a good number of FOMC meetings, it has been all about inflation, inflation, inflation, and very little about the ot …
Good News Bad News June 26, 2024 Dow: 39,128 Let’s just start by postulating that the stock market is not cheap, as valued by price to earnings. Markets that are at all-time highs never are, and markets normally get to new highs by having price gains o …
The 12 Predictions of 2024 December 21, 2023 Dow: 37,404 Loosely modeled on the 12 days of Christmas. The labor market will remain strong. Job growth has been above trend post Covid, and we expect that to continue. The gap between job openings a …
Thankfulness November 28, 2023 Dow: 35,417 It should not be cliché to say that we have much to be thankful for. We live in the democracy that has led the world for most of the past one hundred years. Our economy has continued to thrive on innovation. A …
The Pause That Refreshes September 27, 2023 Dow: 33,550 We all know market corrections are normal. Look at a long-term chart of almost any stock or market index – they invariably look like some sort of a serrated knife held at an upwardly sloping angle …
Almost There August 3, 2023 Dow: 35,216 Are we there yet? Ok maybe we are there. The “there” being the end of the Federal Reserve interest rate increases. Inflation is coming down, the economy is still growing, unemployment has not increased meaningful …