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Insights

October 11, 2021

Doll’s Deliberations – October 11, 2021

Significant Crosscurrents Prior to Q3 Earnings
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October 4, 2021

Doll’s Deliberations – Quarterly Edition

Tug of War Between Cyclical Tailwinds and Higher Inflation and Interest Rates
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September 27, 2021

Doll’s Deliberations – September 27, 2021

Stock Markets Remain Choppy as Risks Increase
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September 20, 2021

Doll’s Deliberations – September 20, 2021

For Now, The Fed's Focus is on Jobs, Not Inflation
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September 13, 2021

Doll’s Deliberations – September 13, 2021

Is the Market Taking a Pause that Refreshes?
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September 7, 2021

Doll’s Deliberations – September 7, 2021

The Stock Market Upturn Will Eventually Shift to a Bumpier Ride
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August 30, 2021

Doll’s Deliberations – August 30, 2021

COVID and Peak Growth Concerns Will Give Way to a Slower, but Still Good Economy
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August 23, 2021

Doll’s Deliberations – August 23, 2021

Slowing Economy? Yes! Somewhat Higher Inflation? Yes! Stagflation? No.
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August 16, 2021

Doll’s Deliberations – August 16, 2021

U.S. equities finished higher last week (S&P 500 +0.7%; Russell 2000 was -1.0%). Value and cyclicals outperformed growth and defensives despite the continued pickup in concerns about the spread of the Delta...
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