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Two themes: Energy and the Fed.
Set the supply chain and Russia aside. The Fed misjudged the situation and is now working feverishly to avoid a recession.
What are inverted yield curves telling us?
Emerging markets, the historically deep inversion in the yield curve--and is everyone copying each other's investment homework?
Jobs Report Makes The Fed’s Job Harder
The Fed's dual mandate of low inflation and full employment is not met. What will the Fed do now that inflation continues and employment is staying hot? Annex Wealth Management's Dave Spano and Jason Cooper discuss.
The pause vs the pivot
This week: Strength in short duration and cash generating securities. Weakness in valuation and earning conditions for the S&P 500. Small cap opportunities and a threat from China.
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Fed “Pivot” A Long Ways Away, Expect A “Pause” Instead
Annex Wealth Management's Dave Spano and Derek Felske discuss a fed “pause” versus a “pivot” and why this is not a recession – yet.
Tom Brady, Miami Heat, and you?
When there is a regulatory gap, institutions like FTX will flourish until they don’t.
Is a Train Strike Inbound?
Worst case, we could see disruption in rail traffic as early as December 9th.
Disney Shuffles The Deck + A Quick Visit To The Wreckage Of FTX
Dave Spano and Dan O'Donnell chat about Bob Iger's return to Disney, the prospects of a soft landing, and why the blockchain continues to have promise even in light of the FTX debacle.
