Blog and What’s New

News

July 15, 2019: “This Week’s Big Bank Earnings Give Clues About the Economy” article on Fortune.com quoting Marc Rappaport, DCM’s CEO.

June 27, 2019: DCM Advisors hires Marc Rappaport as CEO.

June 19, 2019: “How to Mix it Up with Top-Notch Bonds” article in U.S. News & World Report quoting Marc Rappaport, DCM’s CEO.

May 2, 2019: DCM Advisors, LLC Announces Appointment as Sub-advisor for the Copley Fund, Inc. (COPLX), Subject to Shareholder Approval.

 

Q&A

Still a Bull Market?

Today’s Questions and Answers from Dr. Leila Heckman,
originator of the Heckman Multi-Factor Optimizer and Senior Managing Director, DCM Advisors

 

Newest Video*

Watch Marc Rappaport, CEO, discuss the two major risks weighing on markets and the potential boon of a lower yielding 10-year bond

 

Watch Dr. Heckman on Bloomberg TV discuss Global Economics, Valuations, Trade War and the Bull Market

 

Blog

  • How much is global GDP growth slowing down in 2019?

    How much is global GDP growth slowing down in 2019?
    By Dr. Leila Heckman, PhD, August 27, 2019

    Below are charts which contrast average consensus GDP growth forecasts for 2018 and 2019 for the developed markets and the emerging markets. GDP 2018 forecasts were revised upward during 2017 and stabilized in mid-2018 for both developed and emerging markets.Read More »
  • Global Earnings Forecast Revisions

    Global Earnings Forecast Revisions
    By Dr. Leila Heckman, PhD, July 23, 2019

    With 2Q earnings season underway in the U.S., the question arises as to what effect trade and the global slowdown are having on 3Q19 earnings. Below are charts of 1-month upward company revisions (defined as number of companies with upward revisions divided by the total number of companies with upward and downward revisions) for the U.S.,Read More »
  • Global Bull Markets and Earnings Growth

    Global Bull Markets and Earnings Growth
    By Dr. Leila Heckman, PhD, July 8, 2019

    As the current bull market is now 93 months long (since 1970, the average bull market has lasted 56 months), the question naturally arises whether a market correction is due. Putting this question in perspective, since 1970,Read More »
  • Tale of Emerging Market Currencies 2018 and 2019

    Tale of Emerging Market Currencies 2018 and 2019
    By Dr. Leila Heckman June 24, 2019

    Last year, much commentary was on Emerging Market equity and currency declines. The Federal Reserve raised rates four times in 2018.  A stronger dollar increases the burden of servicing dollar-denominated debt for Emerging Market companies and sovereigns.Read More »

Please click here to see all blog posts.

 

Previous Videos

October 9, 2018: Video clip of Dr. Leila Heckman speaking with CNBC Tokyo. Please click here for more information.

June 29, 2018: Video clip of Dr. Leila Heckman speaking with CNBC Tokyo. Please click here for more information. This file loads in YouTube.

June 12, 2018: Audio clip of the International Equities team conference call, discussing their outlook on global equities. Please click here for more information.

May 10, 2018: Audio clip of Gregory Serbe conference call, discussing the impact of interest rates and tax reform on municipal bonds. Please click here for more information

April 18, 2018: Video clip of Dr. Leila Heckman speaking with CNBC Tokyo on. Please click here for more information.

 

*DISCLOSURE: The opinions expressed herein are those of DCM Advisors, LLC (“DCM”) and are subject to change without notice. This material is for informational purposes only and is not financial advice or an offer to sell any product. Past performance is not indicative of future results. It should not be assumed that the investment recommendations or decisions we make in the future will be profitable. All investment strategies have the potential for profit or loss. Information was obtained from third party sources which we believe to be reliable but are not guaranteed as to their accuracy or completeness. DCM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about DCM including its advisory services and fee schedule can be found in Form ADV Part 2, which is available upon request.