Annex Wealth Management
Annex Wealth Management is an elite, privately-held, full-service advisory and wealth management firm with offices throughout Wisconsin. Individuals, families, corporations and other institutions trust our relationship-oriented philosophy.
US bullish sentiment vs. worrisome geopolitics.
Investor enthusiasm is high but global tensions are on the rise. Dave Spano warns us not to get over our skis.
The economy keeps chugging along
The economy keeps chugging but manufacturing continues its weakness. Watch for opportunity in beaten-down industries but watch the threat of high valuations.
Retail Sales Good, But Target Misses Target
Black Friday showed online sales outpacing in-store shopping, as consumers seek lower prices this season. Is inflation down for...
Dave, Dan, and Billy Bob sort out oil production
One of the 'three arrows' of Trump's economic policy is an additional 3 million barrels of oil per day. Expect pushback. Billy Bob Thornton in his Landman role offers a take.
Risk mitigation. Turkeys have it pretty good. Until they don’t.
Moderating inflation drives improved purchasing power while the air has been let out of software. 2025 earnings acceleration is an opportunity but ignoring risk mitigation mimics the turkey's lifecycle.
NVidia Brings Holiday Cheer
Earnings season is over - NVidia's big earnings show the growing presence of AI - including in John Deere's...
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More Trump cabinet issues? The Bessent dissent.
Dan says the nominee worked for the entity that was the 'most destabilizing force in the US'. Dave says...
Are we in a melt-UP?
Goodbye uncertainty but higher rates on a valuation headwind are a weakness. Laggards are turning into leaders but remember the risk before the market makes you.
‘Boring’ is becoming the new ‘interesting’
Special Guest: Brian Kersmanc - Portfolio Manager - GQG Partners
The Trump Bump
October CPI was hotter than expected and the inflation conversation continues. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
