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
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 …
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 …
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 …
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 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 …