Annex Wealth Management

Artificial intelligence is here and a definite strength Meanwhile, bad breadth pulls equity returns lower and is a weakness. Look to risk/reward for stock and bonds for opportunities and be mindful of the threat of increasingly tighter conditions.

Another negative week, with the S&P 500 down nearly 3%. GDP and Earnings Reports moved the markets. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Historically, corrections become bear markets when fears become reality.

Investors need to embrace the fact that every decision about the future requires a leap of faith.

Next time some mentions a market cycle or economic cycle, ask them what’s so cyclical about it.

Two US carrier groups are nearby. Hezbollah could come off the sidelines. What's an investor to do? Dan and Dave dissect a delicate situation in Israel and Gaza. The next GDP report is inbound and could be strong but inflation remains an issue. And which of our two hosts is an admitted Dollar Tree Superfan?

The consumer is like the Energizer Bunny...but bonds shouldn't be this nerve wracking. On the other side, if you can hold them, bonds might be an opportunity. Watch for a rally before reality, because reality eventually bites.

Inflation has trended down, but wages and energy prices put pressure on expectations. Treasury yields continue to rise, and geopolitical risks around the world take their toll on the market. Annex Wealth Management’s Dave Spano and Derek Felske discuss.

The Fed has been the arsonist and the firefighter. They were too slow to react to high inflation and then they reacted by hiking rates with reckless abandon.

In the third quarter, China's gross domestic product grew at a 5.3% annualized pace. Consumption was a big driver of growth while the property sector is still struggling.