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
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 …
Is It Safe? The New Year is often a time for people to reflect and make resolutions. Some reflect and wish they would have sold their equities in September. Others make resolutions never to buy bitcoin or cannabis stocks again. The fourth quarter remin …
2020 has been a challenging environment for bond investors. Beginning in the second half of 2019, the 10-year Treasury yield started to decline and reached historically lows levels March of this year (below 1%). In light of the Covid-19 pandemic and Fe …