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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.
Unleashing the power of AI with 7Rivers: Pioneering the Augmented Enterprise
Data provides valuable information and insights that help businesses and individuals make informed decisions. It enables us to analyze...
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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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.
Moving In Retirement Disagreements | Acorns For Kids | Types Of Standing Sell Orders
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Moving In Retirement Disagreements | Acorns For Kids | Types Of Standing Sell Orders.
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.