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The DDK Group

Our Insights

Third Quarter 2020 Outlook Thumbnail

Third Quarter 2020 Outlook

A strong US large cap rally in technology focused companies erased much of the first quarter pain suffered in well diversified portfolios. Nonetheless, the lack of participation by more cyclical stocks and value oriented equities have left most client portfolios down year-to-date with longer lookback periods punctuating such divergence.

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Strategas Daily Macro Brief (June 30, 2020) Thumbnail

Strategas Daily Macro Brief (June 30, 2020)

Over the last two weeks, there has been a notable uptick in the number of U.S. coronavirus cases, which is slowing or reversing the reopening in certain areas. While today is the last day of the second quarter, ultimately, the weaker economic data may start to bleed into 3Q depending on how long the halting of economic activity lasts.

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Strategas Daily Macro Brief (June 17, 2020) Thumbnail

Strategas Daily Macro Brief (June 17, 2020)

Yesterday’s retail sales print came in stronger than expected at 17.7% M/M relative to a consensus estimate of 8.3%. Specifically, there was strength in Autos, Furniture, Clothing, and Food Services. The fiscal stimulus appears to be having a positive impact on consumption through this lens, coupled with economies across the country reopening.

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Thoughts Behind Missing the Best Market Days and Avoiding the Worst Thumbnail

Thoughts Behind Missing the Best Market Days and Avoiding the Worst

It is a great question that has been quantified by Goldman Sachs (see the attached, bottom of page 2, in the section titled “…challenging the efficacy of market timing”). We agree with their observation that it is impossible to cherry pick market timing. Due to market volatility, investors who miss the worst days often miss the best days as well. The resulting rate of return is comparable to a buy and hold strategy. We continue to maintain conviction in this approach.

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Is Your Data at Risk? Thumbnail

Is Your Data at Risk?

While data security can get very complex, our research tells us the most critical step is strong passwords. A second layer of defense which is becoming more and more common is two-factor identification (2FA).

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Second Quarter 2020 Outlook Thumbnail

Second Quarter 2020 Outlook

The COVID-19 epidemic has affected all of us in ways we never imagined. It is remarkable how much the equity markets have moved in the course of a month’s time, adding to the anxiety felt by all. We went from an all-time high in stocks on February 19 supported by relatively strong and improving economic data, to a definite recession as the global economy has been brought to a near crawl.

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