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AI Woodstock

Another chip unveil from NVidia might shake up the tech world, again. Dave and Dan discuss that along with what might be the Fed's next (non) move and the tax bill that's on the table--in now-or-never mode.

We’ve identified that huge sucking sound

Manufacturing might be finding a footing in the US while inflation remains a weakness. Cross-country divergences create opportunities while threat is the giant sucking sound of liquidity.

Inflation Pops, Bonds Drop

CPI and PPI reports are out, and the Federal Reserve continues to push back rate cuts. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
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…this is a time most reminiscent of 1998

The economy is strong and the market is pushing while the US dollar's potential is weakening. There's opportunity to slowly and proactively move money into longer dated bonds while a threat of euphoria is beginning.

A Rally Begins Amid Election Year Drama

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Super Tuesday, Biden’s State Of The Union, the strength of the economy, and potential rate cuts.

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