Dave's Latest Investment Reports
Late August 2023 The Big Summer Surprise: A Red-Hot Economy & Interest Rate Surge
August 2023 Let the good times roll? Or get defensive away from large tech stocks?
Late June 2023 Late June 2023 Market Update
Late April 2023 Large Tech Sector Outlook: Dense Fog & the Fed inflation fight
March 2023 2nd Bank Failure and Govt Action on Sunday
March 2023 Silicon Valley Bank Failure
March 2023 New Five-Year Window to claim estate portability for Spouses of Deceased.
January 2023 Earnings, Higher Interest Rates, Sticky Wage Inflation & 'The Bostic Bombshell'
Mid-November 2022 Markets Mostly UP - Will it Last?
Late October 2022 Creative Accrual Accounting Can Mislead Investors
Late October 2022 A Strengthening Case for Small Cap Stocks
October 2022 - US Bond Collapse and Inflation Fight
October 2022 - UK Currency and Bond Crash
Late August 2022 - Is the Market Recovery Real? Don't get too excited yet
July 2022 - When will the misery end? Earnings & Valuations will Determine the Next Rebound - 3 page PDF
May 2022 -Reasons to Stay Invested in Volatile Times.pdf- 2-page pdf
May 2022 - Equity And Bond Market Collapse .pdf - 3-page pdf
With Dave's Recommendations
April 2022- 2-page pdf:
Growth vs. Value Investing: Which is better in today's market?
February 2022:
2 page pdf: New Economic Cycle - Stay the Course or Reduce Risk
Hello 2022 -
2 page pdf Hello 2022 - Goodbye COVID (We hope) Market Update
December 2021 - Profits Soar Again - Despite supply chain problems
Inflation soars after years below 2% Fed Target
America’s booming demand for goods shatters the supply chain
Action Plan Recommendations
3 page PDF file Download December 2021 Market Report
2 page pdf and action plan September 2021
Sept 2021 Update Earnings Soar Despite Concerns Over Unvaccinated in Industries Most Affected. September 2021 Market and Economic Update
3 page pdf and action plan June 2021
Economic and Growth to Value Rotation Update - Action Plan June 2021
3 page pdf and action plan May 2021
Economic, Market and Growth vs. Rotation Update May 2021
2 Page pdf and action plan March- April 2021:
Is 10 Years of Outperformance of Growth Stocks Ending?
2 Page pdf and action plan:
Hope for “Roaring 20’s” Builds
Update – Late February 2021
2 Page pdf and action plan:
The Reddit Army That Crushed Wall Street and Hedge Funds - February 2021
Investing For Income When Interest Rates Are So Low
Growth vs. Value Equity Analysis and Action Plan
Will the Post-Pandemic Roaring 20s Start in 2021?
The Overdue Market Correction of September 2020
Why and Action Plan
Market Soaring with the Recession and Pandemic Surging in Most of the U.S. Why? - Outlook & Risks –Action Plan Recommendations
Fallen Angel Opportunity
PDF June 2020 - 3 pages
Energy Market Chaos Report
3 Page PDF Late April 2020
Recovery Rebates, PPP and Market Crisis Update April 2020
2 page PDF
Investor Panic We Can Control
Mid-March 2020 with Action Plan - 5 page PDF
State of the Markets - Early March 2020
Virus crisis or buying opportunity with action plan
3 page PDF Virus crisis or buying opportunity
U.S. Stocks 2020 Melt-Up Risks - Caution - Action Plan Recommendations
4 page PDF Stock Melt-Up Risks Action Plan
Why Mid-Cap Stocks Maybe More Prudent and Timelier than Large Caps. Our action plan recommendations. PDF Midcaps
Older Recent Investment Newsletters

Global Update and Recommendations July 2019 - PDF File 3 pages
Trade War Heats Up - Just another market fracus or more?
Mid- May 2019 PDF file
Inverted Yield Curve Panic? Action Plan PDF
http://dhutch.news/InvCurve
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
Global Market Sell-off Analysis & Recommendations
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."
and
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.
Are Investors Going to Get Gobbled by Turkey?
Fear and Loathing in the Bond Market with Alternatives (PDF)
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
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