Dunlap Investment Newsletter

Financial Commentary that's "Playfully Controversial" by Frederick C. Dunlap, investor and former CEO of XLHealth, also known as "The Turnaround Guy"

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Welcome to the Dunlap Investment Newsletter!

Photo of Fred Dunlap, former CEO of XL Health and Publisher or Dunlap Investment Newsletter

For over 20 years, I have been an investor from a macro-economic point of view. My 30 years as a businessman, including being CEO of billion dollar companies in the healthcare industry, taught me to read the directional trends of US and global markets and the factors that affect them.

Join me on this investing journey as I share a common sense, easy-to-understand view of the marketplace and factors in play that can impact your investment decisions.

My latest articles are below. Subscribe below for full access.

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Far Fetched…and Perfectly Logical

– By Fred Dunlap – Stocks are burping a bit this morning, stuck in the same trading range since the breathtaking advances made in early November. We talked last time about the market’s need to digest its “food” and that a brief period of consolidation might ensue, something we have been witnessing since my last […]

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To Contest or Not to Contest

– By Fred Dunlap – THAT is the question… But there’s lots of other questions too, as we head into the final month of the year. COVID cases are rising. Some states are again imposing lockdowns. Mask sales are skyrocketing. And amid the curfews, driving across certain state lines can get you more than a […]

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Swings and Things

– By Fred Dunlap – The last three weeks have been marked by wild swings in financial markets. Much of the turbulence can be assigned to the 2020 election, which was enveloped in the three-week period. Even Captain Obvious could have called that one. The good Captain might also have cited the growing rate of […]

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Contrarian Musings

– By Fred Dunlap – Two weeks went by fast, eh? How you been? That’s good. Me? What have I been up to? You know…the same old thing. This and that. Tending to my duties in every direction. Anything new? Yea, maybe a couple. Let’s see. I did tune in last Tuesday night to watch […]

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A Quick Snapshot

– By Fred Dunlap – In the past two weeks, stock indexes have fallen 5-6%. Gone seem to be the days when stock prices and index values only went higher. Gone also seem to be the hedge fund stunts of buying call options just to float stock prices to unnaturally higher levels. Filling their void […]

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Two Different Worlds

– By Fred Dunlap – Since the abyss of March and the lockdowns that came with it, we have watched the stock market expand at a rapid rate. Driven by the Fed’s liquidity and Congress’ fiscal stimulus, stock prices have run far ahead of the companies and the real economy associated with them. Sure, the […]

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Catching Raindrops

– By Fred Dunlap – It’s raining outside my front porch today. But that’s not all bad. The yard is parched and my wife’s flowers could use a douse. As we wait for the impact of another tropical depression, it occurs to me that it’s August. Yep, a traditionally musty month, when heat and humidity […]

Dunlap Investment Newsletter
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