Thu March 23, 2023

March 2023 Dunks Update

IMPORTANT NOTE:  Dear clients and readers, I want to apologize for the delay in releasing my Dunk’s Update and for the irregularity in my recent publishing schedule. As I also...

Mon January 30, 2023

Bond and equity volatilities at lowest levels since 2021 = supportive >20% rise in 2023. Updating "Granny shots" +12 adds (-12 deletes). 2023 YTD +39bp outperformance. 2022 +395bp outperformance. List adds attached.

The most important event in the coming week is the Feb FOMC decision (2/1). We will have more comprehensive thoughts on Wednesday, but as many are aware, we expect the...

Sat January 28, 2023

January 2023 Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing the actively managed part of...

Thu December 29, 2022

December Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing the actively managed part of...

Thu December 1, 2022

5 Stocks for Times That Are A-Changin’

The line it is drawn,  The curse it is cast,  The slow one now,  Will later be fast,  As the present now,  Will later be past,  The order is rapidly...

Tue November 22, 2022

November Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing the actively managed part of...

Tue October 25, 2022

October 2022 Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing the actively managed part of...

Wed October 19, 2022

Updating "Granny shots": +9 additions, -5 deletions

Today is the October quarterly rebalance of our Granny Shots portfolio. The Granny Shots is a list of our core stock holdings, using 6 thematic/quantitative portfolios and is designed to...

Tue September 27, 2022

September 2022 Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing the actively managed part of...

Mon September 12, 2022

What Our Clients Are Talking About Behind The Scenes

FLASH COMMENTS: Well, here we go again.  The S&P 500 has begun another tactical oversold bounce after holding the 3900ish technical support level.  The U.S. Dollar also appears to have...

Fri August 19, 2022

August 2022 Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing the actively managed part of...

Fri July 29, 2022

The August 1982 moment: bear market "bottom" before Fed pivots -- if true, new highs coming sooner than most expect

The biggest takeaway for me on events of this week? Convincing and arguably decisive evidence the "bottom is in" -- the 2022 bear market is over.this was a big data...