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
Good News is Good News February 22, 2023 Dow: 32,875 In the markets, sometimes good news is bad news and bad news is good news. Stick with us here. Market movements always factor in expectations, or more specifically, changes in expectations. When a co …
Playing to Our Strengths in a Fed-Dominated Fixed-Income World We closed out 2022 with one of the biggest and best sporting events worldwide – the World Cup. While the game of soccer sometimes catches some flak for its lack of scoring and hard-hitti …
Demand is not the Problem December 28, 2022 Dow: 32,875 We have heard a lot about the demand side of the economy from the Federal Reserve this year. However, we almost never hear about the other side – the supply side. Jerome Powell has said that we ha …
Faceoff November 22, 2022 Dow: 34,098 The faceoff between Jerome Powell and the U.S. economy continues. At this point, just maybe the economy is gaining the upper hand. Despite four consecutive 75 basis point increases in the Fed Funds rate this year …
The Beatings Will Continue Until Morale Improves September 28, 2022 Dow: 29,684 Ok Jerome Powell and other members of the Federal Open Market Committee, we get it: you are serious about raising rates. Back in July and August, we (the market) suspected …
Listening to the Markets July 19, 2022 Dow: 31,827 Often the markets will send signals about the current, and potential future, state of both the economy and the markets, but investors have to be willing and open to listening. Most often, preconceived …
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 …
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 …
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 …
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 …