In Partnership with Annex
When does ‘Investing Summer’ start?
Dave Spano and Dan O'Donnell celebrate the 100th episode covering NVIDIA, AI and jobs, and the presidential election.
NVIDIA kills it
NVIDIA is the coolest kid in the class but we're beginning to see a bifurcated economy. Opportunities exist by focusing on quality but a growth scare poses a threat.
Dow Touches 40K – Are Consumers Happy?
A “decent” inflation report sparked a market rally, but did the rally extend to the bond and housing markets? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss, and talk about our latest inflation guide, available at annexwealth.com/inflation.
Has the Fed lost credibility?
What would you prefer? A slowdown in inflation or a slowdown in the economy? Dave Spano and Dan O'Donnell discuss.
DOW 40k!
A 40,000 DOW is a strength while there are more cracks in the consumer's facade. Why sell in May when you can just stay? And a no-landing but turbulence ahead appears as a threat.
Dow Touches 40K – Are Consumers Happy?
A “decent” inflation report sparked a market rally, but did the rally extend to the bond and housing markets? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss, and talk about our latest inflation guide, available at annexwealth.com/inflation.
Inflation. A messy sort of data.
Rising earnings expectations are a strength but is the labor market beginning to crack? An opportunity exists to rethink real assets but the threat of decelerating economic growth has arrived.
Consumer Sentiment Shrinks – Earnings Expectations Rise
Consumers are feeling "the pinch" - but do corporate earning expectations share the dour view? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
Sell in May. Come back by the election?
Dave Spano provides the history behind 'sell in May and go away'. Then, he and Dan pivot to Starbucks, consumers in general, and the daily jockeying during the race to the November election.
The Fed is navigating using a rearview mirror
A dovish tilt and buybacks are powering the market forward but there's weakness with cracks forming in the consumer facade. Market misconception is providing opportunities for outperformance while bad data and labor issues are a threat.
Signs The Economy Is Moving…Slowly
A lower-than-expected jobs number, slower wage growth, and a not-so-bad Apple earnings announcement seem to indicate the economy is moving...at a glacial pace. Which direction is it headed? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
