Articles by Gregory M Drahuschak
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March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
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The Other-Hand Market
Faced with often indecisive economic views, President Harry S. Truman yearned for what he called a one-handed economist who could offer an opinion without then beginning a countering view with the phrase “on the other hand.”
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Recession Physics—The More Than Equal and Opposite Reaction
An old cliché says that the market has discounted nine of the last two recessions.
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January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.
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Markets and Elections: Could Three Be Charming Again?
The 2020 presidential election is behind us as is the midterm election, but election influence could be a key element of the stock market again this year.
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December Investment Perspectives
An introduction into national debt, tax-swap considerations, and stock market performance put into focus.
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November Investment Perspectives
Why investors should stay the course, a look at premium-priced bonds, and what’s ahead for stocks.
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Pictures VS. Thousands of Words and Numbers
In coming weeks, companies will reveal their third-quarter results. It is up to investors to be sure they properly interpret the results.
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October Investment Perspectives
Housing market slows, Fed moving fast, and what’s in store for stocks in Q4.
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September Investment Perspectives
Near-term uncertainty, quantitative tightening measures, and preparing for September stock activity.
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Embrace the Bear
Bear markets have an undeservedly bad reputation. Without them, long-term investors would not have great buying opportunities.
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August Investment Perspectives
Recession definition, monitoring moves by looking at bond market volatility, and is the tide turning for equities?
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July Investment Perspectives
Recession possibilities, the credit cycle and its phases, and expectations for equities.
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June Investment Perspectives
Finding direction with manufacturing and services data, fixed income & economic growth, and issues facing stocks this summer.
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May Investment Perspectives
Some things that could go right, a look at TIPS, and stocks and the midterms.
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Investment Perspectives: The stock market correction, cautious optimism on bonds, and market's needed consolidation
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.