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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.

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.
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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.

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