Annex Wealth Management

Does the market see sunnier days ahead? Watch for weakness with equity valuations as we head into weaker-than-expected earnings. Are we seeing the next market bottom? Beware of the threat of a credit crunch.

Manufacturing numbers, jobless claims, and hiring intentions all indicate that the Fed's goal of weakening the economy to slow inflation seems to be nearing. Eyes turn to earnings, where some analysts feel we'll learn much about what's to come. Annex Wealth Management's Dave Spano and Derek Felske discuss.

With OPEC reducing its output by over 1.1 million barrels a day, there might be a double whammy at the pump.

According to today’s JOLTs report, openings fell below 10 million in February, the first time in almost 2 years.

As the Trump motorcade heads to the airport, Dan and Dave discuss the ramifications and potential angles involved in this historic event. With the debt ceiling approaching---is it time to bring the word ‘austerity’ to the discussion?

Strengths include the outperformance of the Nasdaq--and stocks in general. Weakness is the potential for falling market breadth along with stocks falling below the 200 day moving average. Opportunities exist with China reopening along with other Emerging Market potential. Threats still exist with inflation being stickier.

Markets closed up, led by small-caps this week. The NASDAQ is up over 20% this year. It may appear like we’ve averted a big dip, but some analysts wonder if we’re just experiencing the eye of the storm. Some think the consequences of rate hikes have yet to be seen. Annex Wealth Management’s Dave Spano and Jason Cooper discuss.

The final GDP read for the 4th quarter came in at 2.6%. Consumer spending is trending down too. That’s a key number, 70% of GDP is tied to the consumer.

Why did Elon Musk and dozens of other tech leaders sign an open letter to AI labs to take a breath on development of systems that can compete with human intelligence?

Each week, members of Annex Wealth Management's team answer your questions about wealth and the financial world. This week, Matt Morzy and Sarah Kyle answer questions on: Red Flags That Trigger IRS Audits; Education Credits; Switch 401(k) Contributions To Roth?; Pros Using Reddit For Investment Decisions; Do The Talking Heads Know What They're Talking About?

Those earning over $100,000 are more likely to be growing supplemental income.

Long duration assets have done well but financial conditions are a weakness. An opportunity exists with the rally on the Fed pause but the impact of the bank crisis remains a threat.