Annex Wealth Management

This week's strengths are the news highs while Fed pushback continues and so does the rise in yields. There is opportunity in the virtuous cycle but commercial real estate is a threat.

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Nvidia and the markets new highs, as well as commercial real estate worries and Uber replacing JetBlue.

Kudos to the Fed's messaging but hot inflation and cold spending is a threat. One man's garbage is another man's treasure (and opportunity) but watch out for the threat of value traps.

January CPI data is out and the market is beginning to see eye to eye with the fed on a path to rate cuts. Annex Wealth Management’s Mark Beck and Brian Jacobsen discuss.

After a quick Superbowl discussion, Dave Spano and Dan O'Donnell pivot to AI, the Magnificent Seven, fear of missing out on the S&P 500's run and what is next for the Fed and rate cuts. Dave points out that most economists will tell you to fear the rate cut. He explains why.

Trees are growing to the sky while interest rate exposed securities continue to lag. There are opportunities as bad breadth improves but uncertainty remains a threat.

The S&P closed over 5,000 and the Dow Jones just short of 40,000. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss what's driving them.

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy.

If Fed decisions are data dependent, what do you do when the data is noisy and perhaps a little suspect?

We're in a good place but there are still signs of stress with some regional banks. Simple opportunities exist by maintaining a balanced portfolio. The Middle East is becoming a threat.