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

  • June 2022 – Longer term views warranted

    Is it still 2022? Have this year’s market moves aged you? Don’t worry, you are not alone in these feelings, but rest assured that we are considering all of the relevant information and working hard to position portfolios with a longer-term view in mind …

  • April 2022: The Reckoning

    The Reckoning April 25, 2022 Dow: 34,049 The coming actions of the Federal Reserve have now become the key focus and driver of the equity and bond markets. Even though they faced issues during their tenures as Chair of the Federal Reserve, Ben Bernanke …

  • March 2022: A New Kind of World Disorder

    A New Kind of World Disorder March 15, 2022 Dow: 33,544 A brave new world began on February 24, 2022. It is always easy to spot the mistakes that were made in hindsight, but the Western world clearly did not do enough to deter Putin over the last 20 ye …

  • January 2022: Correction

    Correction January 28, 2022 Dow: 34,725 That’s something we haven’t had to talk about in a while. The S&P 500 Index has been on a fairly relentless path upward since the beginning of the COVID-19 shutdown in March of 2020. Through all of the twists …

  • NOVEMBER 2021: How We Work

    How We Work November 29, 2021 Dow: 35,136 For those of us who have “desk jobs,” COVID-19 changed the way we work, and we probably will never go back to how and where work was done in 2019. The implications are significant for almost every aspect of our …

  • September 2021: Repressed, Not Impressed

    Repressed, Not Impressed September 28, 2021 Dow: 34,299 Why are bond yields so low when inflation is increasing? Why is the cost of food, housing, automobiles, and rent all going up faster than incomes? Welcome to the world of financial repression. The …

  • 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 …