Dave's Latest Investment Reports
Europe and Japan Economies in or near recession
The U.S. economy still appears to be sailing on serenely,
while the rest of the world economy sinks like a stone.” - Barron's
Mid-March 2019 European Risks PDF
Time to Reduce European Allocations
The Dramatic Change in Outlook and Risks
The End of the “Euroboom” vs. Continued Strength in the U.S.
Market Downturn & Looking Forward – November 27, 2018 Update http://dhutch.news/Nov27
Mid-November 2018 pdf: http://dhutch.news/Selloff
October 2018 Update- http://dhutch.news/OctoberUpdates
Nafta Rewrite Won't Boost U.S. Growth, Economists Say - Trade deal with Canada and Mexico is unlikely to boost economy or manufacturing jobs, WSJ survey shows."
Cetera Investment Management has written some excellent articles including after significant decline "Equity Markets Decline: Search for Direction Ahead of Earnings."
September 2018: Stay the Course, Open an Umbrella or Build an Ark?
Good Times Roll For Most Companies vs. Potential Storm Clouds Moving In. Corporate profits soar again. Tax cut benefits. Have earnings peaked? Widening gap risk. A new tax cut on capital gains? Wage growth slows, NAFTA status. Trade wars just for bargaining or major risk? Investor action recommendations.
2018 New Tax Law – Potential Market Results (PDF)
New Tax Law Facts – Some buried and not widely understood
The Bull Market's Next Act - 2018 Outlook
Older Recent Investment Newsletters
June 2018: Stay the Course, Open an Umbrella, or Build an Ark? (PDF)
Earnings Updates, Buy in May and Stay to Play. market Outlook, Risks, and Recommendations