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
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 …
Behind the Curve June 27, 2019 Dow: 26,527 This phrase is used to describe a Federal Reserve and Federal Open Market Committee that is out of sync with the markets. They are always using many measures of rates, economic activity, employment, and inflat …
Inequality May 31, 2019 Dow: 24,815 Inequality is certainly a subject that has been the focus of much discussion over the last decade. It is a topic in many political and economic discussions. What should we do about it? Can it be reduced, why does it …
We Are Not Japan March 27, 2019 Dow: 25,625 Are we? Japan has been the opposite of an economic success story for the last 25 years. Japan’s debt to GDP level is 235%, its GDP growth rate has averaged below 1% for the last 20 years, and its inflation ra …
We Have Reached Cruising Altitude February 25, 2019 Dow: 26,092 We certainly had a bumpy ride there at the end of our interest rate climb. It is time for the Fed to level off, take their hands off the controls, and turn the seat belt sign off. Let mark …