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
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 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 …
A Tour of the S&P 500 May 27, 2020 Dow: 25,548 Like most aspects of life since the outbreak of COVID-19, this Memorial Day weekend was unlike those in the past. The majority of us did not travel, swim or go to the beach, cook out with friends, or h …
Strange Days Indeed April 27, 2020 Dow: 24,134 We can’t help but continue to hear the lyrics of the Lennon song – Nobody Told Me – running through our heads. Virtually every day brings a new twist in the virus story. Some areas of the country are showi …
Infodemic March 2, 2020 Dow: Fear is the virus on which the news media thrives. Viruses are with us everywhere and always. Illnesses defined under the umbrella of influenza kill between 10,000 and 50,000 Americans each and every year. Total annual deat …
Smorgasbord February 25, 2020 Dow: 27,081 We are going to try and briefly touch on a number of different topics in this viewpoint. All are important to the markets, but we have no closure on any of them. In such cases where strong conclusions cannot be …
Lessons Learned November 26, 2019 Dow: 28,122 Usually, the lessons that will help us most as investors are the hardest to learn and practice because most useful lessons pertaining to investments are counterintuitive. One is that “group decisions” are m …
Microsoft October 30, 2019 Dow: 27,817 Even as Microsoft and Apple vie for the title of the largest company by market capitalization in the S&P 500 Index, Microsoft has garnered little attention over the last few years. It did not even merit a lett …
Dollars and Sense September 30, 2019 Dow: 26,917 We need more of both. The U.S. and global economies need more dollars in circulation, and our political leaders need better judgement (sense). Did President Trump cross the “high crimes and misdemeanors” …
Keep on Truckin’ July 31, 2019 Dow: 26,864 The current U.S. economic expansion has now passed the ten-year mark, and has set the record for the longest expansion on record. During that period, we have had three quarters of negative GDP growth, but in e …