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AI and earnings

AI momentum continues while a bifurcated consumer is a weakness. AI requires real assets, that's an opportunity while sticky inflation remains a threat.

Celebrating 5 years as your community flooring partner

As FLOOR360 celebrates 5 years at their Milwaukee location it’s worth noting all that’s been accomplished with a talented...

The Fed is willing to wait. Homebuyers might not be.

Fresh off a week-long losing streak on Wall Street, Dave Spano and Dan O'Donnell cover the Fed, interest rates, and what could transpire during one or both of the national political conventions.

Can We Trust China’s GDP Numbers?

The Bull Market stumbles, World Banks actions may be strengthening the dollar, and can we trust China’s growth? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Vegas and Presidential election odds

Fresh off a weekend trip to Vegas, Dan O'Donnell shares a few stories while Dave Spano zeroes in on the latest in presidential election odds. Dan was at a UFC event, Dave is following the Netanyahu-Khomeini action.
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King Dollar. Still the safe haven.

The dollar is still king while that hot CPI print is a weakness. Opportunity exists in corporate bonds for income, but the unknown unknowns are a threat.

An Inflation Bounce

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss this week’s CPI report and the recent geopolitical news.

The Fed can’t get it wrong again

Is the Fed in a precarious position? Economists are increasingly uncertain about Fed rate cuts this year. Dan and Dave discuss the latest. Dave's got good news: earnings seasons starts soon and it might be healthy.

Gold shines

Gold is at a 5000 year high while retail is on sale. Active management offers an opportunity across the board but inflationary tailwinds intensify.

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