Transistor (https://transistor.fm) https://feeds.transistor.fm/swot_podcast-from-annex-wealth-management Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy. © 2026 Annex Wealth Management 47dc8cb2-83e4-5fb8-bda7-463fb53f45d9 no en Mon, 06 Apr 2026 06:00:07 -0500 Mon, 06 Apr 2026 06:01:40 -0500 https://img.transistorcdn.com/r_I6XGhdI35Y97-t5MTO3hevTCo8myltUXZXPsEQjLc/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzMxNDczLzE2NTU4/MzUxODAtYXJ0d29y/ay5qcGc.jpg episodic Annex Wealth Management Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy. Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy. Financial planning. Stock Market. SWOT. Greg Batiansila gbatiansila@annexwealth.com No No 202 202 What Did the Job's Numbers Tell Us? full 11fca17d-a15c-4823-aaa8-285b76dfedb7 https://share.transistor.fm/s/cbadfb99 Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

]]> Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

]]> Mon, 06 Apr 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 504 Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

]]> Financial planning. Stock Market. SWOT. No 201 201 The Pick-and-Shovel Winners Are Still Winning full b7d87a23-63e6-408d-9ee7-7d95131211c3 https://share.transistor.fm/s/6f8eb47d Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.  Markets are fragmenting fast: while software stocks slide into a full‑blown bear market, pick‑and‑shovel AI infrastructure names, from semiconductors to power and optical networking, are quietly carrying the upside. Earnings leadership is broadening beyond mega‑cap tech, making the market more resilient, but pressure is building from a flattening yield curve, stressed private credit, and rising geopolitical risk. Everything now hinges on the Strait of Hormuz, because a real de‑escalation could unlock a powerful relief rally, while prolonged conflict could keep oil, yields, and volatility locked in a dangerous feedback loop.

]]> Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.  Markets are fragmenting fast: while software stocks slide into a full‑blown bear market, pick‑and‑shovel AI infrastructure names, from semiconductors to power and optical networking, are quietly carrying the upside. Earnings leadership is broadening beyond mega‑cap tech, making the market more resilient, but pressure is building from a flattening yield curve, stressed private credit, and rising geopolitical risk. Everything now hinges on the Strait of Hormuz, because a real de‑escalation could unlock a powerful relief rally, while prolonged conflict could keep oil, yields, and volatility locked in a dangerous feedback loop.

]]> Mon, 30 Mar 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 374 Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.  Markets are fragmenting fast: while software stocks slide into a full‑blown bear market, pick‑and‑shovel AI infrastructure names, from semiconductors to power and optical networking, are quietly carrying the upside. Earnings leadership is broadening beyond mega‑cap tech, making the market more resilient, but pressure is building from a flattening yield curve, stressed private credit, and rising geopolitical risk. Everything now hinges on the Strait of Hormuz, because a real de‑escalation could unlock a powerful relief rally, while prolonged conflict could keep oil, yields, and volatility locked in a dangerous feedback loop.

]]> Financial planning. Stock Market. SWOT. No 200 200 Deteriorating Free Cash Flow Among AI Spenders full 319ae0ca-970d-47fc-86b9-0a25d18dd977 https://share.transistor.fm/s/571986d1 Hosted by Joe Krauss and Chief Investment Officer, Derek Felske.  We are seeing a collision between the massive potential of AI-driven productivity and the inflationary shocks of a new, more aggressive geopolitical era.  Remain selective, know what you own and why.

]]> Hosted by Joe Krauss and Chief Investment Officer, Derek Felske.  We are seeing a collision between the massive potential of AI-driven productivity and the inflationary shocks of a new, more aggressive geopolitical era.  Remain selective, know what you own and why.

]]> Mon, 23 Mar 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 480 Hosted by Joe Krauss and Chief Investment Officer, Derek Felske.  We are seeing a collision between the massive potential of AI-driven productivity and the inflationary shocks of a new, more aggressive geopolitical era.  Remain selective, know what you own and why.

]]> Financial planning. Stock Market. SWOT. No 199 199 Narrow Job Growth and AI-Driven Productivity. full 5b2e2578-d8fe-46b4-8744-26872ef348b5 https://share.transistor.fm/s/1cf37826 Hosted by Joe Krauss and Mark Schaefer, Trader at Annex Wealth Management.

]]> Hosted by Joe Krauss and Mark Schaefer, Trader at Annex Wealth Management.

]]> Mon, 16 Mar 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 478 Hosted by Joe Krauss and Mark Schaefer, Trader at Annex Wealth Management.

]]> Financial planning. Stock Market. SWOT. No 198 198 Are Online Purchases Winning? full 7ec798ad-a74d-46b7-ac3b-0df23e940736 https://share.transistor.fm/s/68f30b8d Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

]]> Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

]]> Mon, 09 Mar 2026 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 683 Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

]]> Financial planning. Stock Market. SWOT. No 197 197 Sticky Inflation 2.0 full d3ddcf2a-55a8-487c-a124-516de6bfad02 https://share.transistor.fm/s/1b00d1ec Hosted by Joe Krauss and Chief Investment Officer, Derek Felske.

]]> Hosted by Joe Krauss and Chief Investment Officer, Derek Felske.

]]> Mon, 02 Mar 2026 03:02:00 -0600 Annex Wealth Management Annex Wealth Management 518 Hosted by Joe Krauss and Chief Investment Officer, Derek Felske.

]]> Financial planning. Stock Market. SWOT. No 196 196 Where Money Is Going and Why It Matters full 7c5d6864-3dbb-4c29-9706-3d22ffb46b61 https://share.transistor.fm/s/2432d6a6 Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

]]> Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

]]> Mon, 23 Feb 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 459 Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

]]> Financial planning. Stock Market. SWOT. No 195 195 AI Shockwaves Reshape Market Winners Again full 8b8fef89-d3ff-4b3c-b84e-aec0199bac0c https://share.transistor.fm/s/bf74dc2a Mon, 16 Feb 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 521 Financial planning. Stock Market. SWOT. No 194 194 Will Gold Keep Going? full 51163c1b-ded7-4647-bfb0-20d56dbe5329 https://share.transistor.fm/s/5b2b1711 Hosted by Joe Krauss and Dr. Brian Jacobsen, Chief Economic Strategist.

]]> Hosted by Joe Krauss and Dr. Brian Jacobsen, Chief Economic Strategist.

]]> Mon, 09 Feb 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 549 Hosted by Joe Krauss and Dr. Brian Jacobsen, Chief Economic Strategist.

]]> Financial planning. Stock Market. SWOT. No 193 193 Selective Strength in an AI Market full 8d27c0b2-c745-4e9f-8104-6791eb2b2e58 https://share.transistor.fm/s/a9cd6981 Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

]]> Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

]]> Mon, 02 Feb 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 551 Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

]]> Financial planning. Stock Market. SWOT. No 192 192 Software Sell-Off Can Lead To Compelling Investments full e5e4bb9a-24fc-4a50-93e2-1090b15c354d https://share.transistor.fm/s/3f07eff4 Hosted by Nick Hillstrom, Research Analyst.

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]]> Mon, 26 Jan 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 401 Hosted by Nick Hillstrom, Research Analyst.

]]> Financial planning. Stock Market. SWOT. No 191 191 Credit Card Caps? full 2dfe09c4-9fd4-49f1-8a5d-51a3b8cd218a https://share.transistor.fm/s/6fc2f45c Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

]]> Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

]]> Mon, 19 Jan 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 828 Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

]]> Financial planning. Stock Market. SWOT. No 190 190 No Santa Rally, Should We Still Believe? full f43b6389-e91b-4463-a410-19d35fa0ce14 https://share.transistor.fm/s/6f9552af Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

]]> Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

]]> Mon, 12 Jan 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 642 Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

]]> Financial planning. Stock Market. SWOT. No 189 189 Where is AI Headed In 2026? full be3d127d-fa93-475b-90bc-a144479f0c43 https://share.transistor.fm/s/5c4bf70e Hosted by Director of Equity Research, Jason Cooper.

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]]> Mon, 05 Jan 2026 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 585 Hosted by Director of Equity Research, Jason Cooper.

]]> Financial planning. Stock Market. SWOT. No 188 188 Market Broadening. full cccd26df-ce8a-4dc5-b63b-6c34a40e1c18 https://share.transistor.fm/s/680d9310 Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

]]> Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

]]> Mon, 29 Dec 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 1192 Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

]]> Financial planning. Stock Market. SWOT. No 187 187 AI Bubble or Boom? full 743e5ff5-af22-42f5-bf07-08f947f82013 https://share.transistor.fm/s/6f84a9e2 Hosted by Director of Equity Research, Jason Cooper.

]]> Hosted by Director of Equity Research, Jason Cooper.

]]> Mon, 22 Dec 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 688 Hosted by Director of Equity Research, Jason Cooper.

]]> Financial planning. Stock Market. SWOT. No 186 186 Markets Rise, Risks Remain. full ff0aff86-febe-4404-a366-b509963bbfdb https://share.transistor.fm/s/d0add976 Hosted by Dr. Brian Jacobsen.

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]]> Mon, 15 Dec 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 856 Hosted by Dr. Brian Jacobsen.

]]> Financial planning. Stock Market. SWOT. No 185 185 AI Hype, Valuation Risks Rising. full 0b8f7008-6740-4f11-a500-8a7caecab448 https://share.transistor.fm/s/23b7350a Hosted by Jacob Johnson, Assistant Research Analyst.

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]]> Mon, 08 Dec 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 501 Hosted by Jacob Johnson, Assistant Research Analyst.

]]> Financial planning. Stock Market. SWOT. No 184 184 Tech Dominance, Policy Pressure. full 2b3b3837-71d3-423b-95ab-9b2853965dbb https://share.transistor.fm/s/206640ef Hosted by Derek Felske, Chief Investment Officer.

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]]> Mon, 01 Dec 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 407 Hosted by Derek Felske, Chief Investment Officer.

]]> Financial planning. Stock Market. SWOT. No 183 183 Tariffs and Tech Earnings. full 489a5f99-d38d-4e73-9ab2-c765a8ab33cf https://share.transistor.fm/s/be6fa5f8 How are tariffs and tech earnings shaping market turmoil right now?  Hosted by Jacob Johnson, Assistant Research Analyst.

]]> How are tariffs and tech earnings shaping market turmoil right now?  Hosted by Jacob Johnson, Assistant Research Analyst.

]]> Mon, 24 Nov 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 352 How are tariffs and tech earnings shaping market turmoil right now?  Hosted by Jacob Johnson, Assistant Research Analyst.

]]> Financial planning. Stock Market. SWOT. No 182 182 The Shutdown Impact full 83fcc08e-a914-4913-98a9-789e5d419842 https://share.transistor.fm/s/e3d12fdb Hosted by Jason Cooper, Director of Equity Research.

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]]> Mon, 17 Nov 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 642 Hosted by Jason Cooper, Director of Equity Research.

]]> Financial planning. Stock Market. SWOT. No 181 181 Where's The Job Market Headed? full 86d97923-d952-41c7-bbff-41dd4f81bed8 https://share.transistor.fm/s/81d1cf55 Hosted by Dr. Brian Jacobsen, Chief Economic Strategist.

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]]> Mon, 10 Nov 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 556 Hosted by Dr. Brian Jacobsen, Chief Economic Strategist.

]]> Financial planning. Stock Market. SWOT. No 180 180 AI’s Growing Influence on Market Trends full b5e85a8b-6a3e-4a09-9d30-972db036a534 https://share.transistor.fm/s/44154f2a Hosted by Jason Cooper, Director of Equity Research.

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]]> Mon, 03 Nov 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 571 Hosted by Jason Cooper, Director of Equity Research.

]]> Financial planning. Stock Market. SWOT. No 179 179 Keep Three Things in Mind with the Stock Market full 02eee1dc-d951-4975-ae01-98959ac5b5bd https://share.transistor.fm/s/5b784342 Hosted by Derek Felske, Chief Investment Officer.

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]]> Mon, 27 Oct 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 386 Hosted by Derek Felske, Chief Investment Officer.

]]> Financial planning. Stock Market. SWOT. No 178 178 Trade and Tariff Volatility full ad3280f4-e2f2-4d26-85af-59d2508b87d0 https://share.transistor.fm/s/37d7d831 Hosted by Jacob Johnson, Associate Research Analyst.

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]]> Mon, 20 Oct 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 654 Hosted by Jacob Johnson, Associate Research Analyst.

]]> Financial planning. Stock Market. SWOT. No 177 177 Is The High-End Consumer Starting to Feel the Pinch? full 80ccca09-62dc-4c14-966d-2ea1b684eb14 https://share.transistor.fm/s/44ff17f5 Hosted by Jason Cooper, Director of Equity Research.

]]> Hosted by Jason Cooper, Director of Equity Research.

]]> Mon, 13 Oct 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 721 Hosted by Jason Cooper, Director of Equity Research.

]]> Financial planning. Stock Market. SWOT. No 176 176 Powering Through the Shutdown full 27fbcde4-b489-47de-8d56-c75b90a205ff https://share.transistor.fm/s/10955d70 Hosted by Brian Jacobsen, Chief Economist.

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]]> Mon, 06 Oct 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 573 Hosted by Brian Jacobsen, Chief Economist.

]]> Financial planning. Stock Market. SWOT. No 175 175 Three important rules full 408846ce-1ec3-43b2-b0a0-22413989996a https://share.transistor.fm/s/126fcaf7 Hosted by Derek Felske, Chief Investment Officer

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]]> Mon, 29 Sep 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 433 Hosted by Derek Felske, Chief Investment Officer

]]> Financial planning. Stock Market. SWOT. No 174 174 Retail therapy full 8745988b-6e25-4feb-b727-3c5c25891987 https://share.transistor.fm/s/6033a8f5 Hosted by Dr. Brian Jacobsen, Chief Economist

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]]> Mon, 22 Sep 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 630 Hosted by Dr. Brian Jacobsen, Chief Economist

]]> Financial planning. Stock Market. SWOT. No 173 173 AI fueling capital spend full 7e19727f-a79a-435c-a621-e938567e31ef https://share.transistor.fm/s/47d22a5b Hosted by Chief Economist, Brian Jacobsen, and Chief Investment Officer, Derek Felske.

]]> Hosted by Chief Economist, Brian Jacobsen, and Chief Investment Officer, Derek Felske.

]]> Mon, 15 Sep 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 416 Hosted by Chief Economist, Brian Jacobsen, and Chief Investment Officer, Derek Felske.

]]> Financial planning. Stock Market. SWOT. No 172 172 The weakening labor market full 0e1ba2cf-88ec-43aa-ae4a-3478923c7f54 https://share.transistor.fm/s/3bfd9b79 Hosted by Jason Cooper, Director of Equity Research. 

]]> Hosted by Jason Cooper, Director of Equity Research. 

]]> Mon, 08 Sep 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 622 Hosted by Jason Cooper, Director of Equity Research. 

]]> Financial planning. Stock Market. SWOT. No 171 171 The August (strength) surprise full eed840e1-e880-488c-95cd-9efdb1ac0926 https://share.transistor.fm/s/67144e5d Hosted by Matt Morzy, Director of Research

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]]> Mon, 01 Sep 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 506 Hosted by Matt Morzy, Director of Research

]]> Financial planning. Stock Market. SWOT. No 170 170 2 cuts by Christmas? full 6a01babd-0a94-42f9-bca4-4e1c6370ce21 https://share.transistor.fm/s/345a9ebd Hosted by Ken Bellinger, Research Analyst

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]]> Mon, 25 Aug 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 565 Hosted by Ken Bellinger, Research Analyst

]]> Financial planning. Stock Market. SWOT. No 169 169 Resilience & Rebounds full f2a47f7b-6a45-43e1-a9b4-0e31cc818edf https://share.transistor.fm/s/5c79c13c Hosted by Chief Economic Strategist Brian Jacobsen.

]]> Hosted by Chief Economic Strategist Brian Jacobsen.

]]> Mon, 18 Aug 2025 10:00:00 -0500 Annex Wealth Management Annex Wealth Management 658 Hosted by Chief Economic Strategist Brian Jacobsen.

]]> Financial planning. Stock Market. SWOT. No 168 168 Earnings beats galore full a80444c6-0fe7-44b6-a1db-3d95c650be88 https://share.transistor.fm/s/161596b7 Hosted by Jason Cooper, Director of Equity Research

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]]> Mon, 11 Aug 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 668 Hosted by Jason Cooper, Director of Equity Research

]]> Financial planning. Stock Market. SWOT. No 167 167 The job report gets a 'D' full e0f7d9ea-be90-4d82-8420-3ae3a5a985a8 https://share.transistor.fm/s/3c5f9505 Hosted by Brian Jacobsen, Chief Economist

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]]> Mon, 04 Aug 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 459 Hosted by Brian Jacobsen, Chief Economist

]]> Financial planning. Stock Market. SWOT. No 166 166 Stock dips and growth full 36f76ab0-1e9b-458f-988b-a32f94fb3b52 https://share.transistor.fm/s/4cd8df97 Hosted by Matt Morzy, Director of Research.

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]]> Mon, 28 Jul 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 742 Hosted by Matt Morzy, Director of Research.

]]> Financial planning. Stock Market. SWOT. No 165 165 The consumer remains strong full 91f264cd-b94d-4bf8-a1c6-a6d9944402a3 https://share.transistor.fm/s/dd8e6864 Hosted by Ken Bellinger, Research Analyst.

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]]> Mon, 21 Jul 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 590 Hosted by Ken Bellinger, Research Analyst.

]]> Financial planning. Stock Market. SWOT. No 164 164 A mixed bag full 3b9aa3c7-dd20-4853-a1f5-bd4372b20dcb https://share.transistor.fm/s/00999864 Hosted by Brian Jacobsen, Chief Economist. 

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]]> Mon, 14 Jul 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 563 Hosted by Brian Jacobsen, Chief Economist. 

]]> Financial planning. Stock Market. SWOT. No 163 163 2025 so far full 5a09b7d7-30ee-48bf-84d7-ef872a833250 https://share.transistor.fm/s/eaa81c1d Hosted by Jason Cooper, Director of Equity Research

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]]> Mon, 07 Jul 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 701 Hosted by Jason Cooper, Director of Equity Research

]]> Financial planning. Stock Market. SWOT. No 162 162 Valuation threats full b885006e-1cec-405a-9f7e-86915f094bea https://share.transistor.fm/s/a8d6b467 Hosted by Matt Morzy, Director of Research. 

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]]> Mon, 30 Jun 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 585 Hosted by Matt Morzy, Director of Research. 

]]> Financial planning. Stock Market. SWOT. No 161 161 It pays to be diversified full 5b16c4fb-8f6f-4679-8d50-bfe6b57344f5 https://share.transistor.fm/s/0b89c12b Hosted by Jason Cooper, Director of Equity Research

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]]> Mon, 23 Jun 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 611 Hosted by Jason Cooper, Director of Equity Research

]]> Financial planning. Stock Market. SWOT. No 160 160 Tech trade roars back full 84ecc843-5555-4137-bc2b-b62cd7c9ccb0 https://share.transistor.fm/s/c1a0f8f8 Hosted by Derek Felske, Chief Investment Officer.

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]]> Mon, 16 Jun 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 344 Hosted by Derek Felske, Chief Investment Officer.

]]> Financial planning. Stock Market. SWOT. No 159 159 Cognitive dissonance full 6605edd7-bc75-4898-a75f-e585f8d6af50 https://share.transistor.fm/s/1ccd657b Hosted by Brian Jacobsen, Chief Economist. 

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]]> Mon, 09 Jun 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 452 Hosted by Brian Jacobsen, Chief Economist. 

]]> Financial planning. Stock Market. SWOT. No 158 158 An opportunity to rebalance full 23563152-ed75-4a5f-8eac-522d50749ff6 https://share.transistor.fm/s/629d38d1 Hosted by Derek Felske, Chief Investment Officer. 

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]]> Mon, 02 Jun 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 454 Hosted by Derek Felske, Chief Investment Officer. 

]]> Financial planning. Stock Market. SWOT. No 157 157 Policy uncertainty continues full fdd25486-17ab-467a-8557-fc6eb4db2aa0 https://share.transistor.fm/s/c4d6ea7e Hosted by Ken Bellinger, Research Analyst.

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]]> Mon, 26 May 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 465 Hosted by Ken Bellinger, Research Analyst.

]]> Financial planning. Stock Market. SWOT. No 156 156 Tariffs now, Tax cuts later full 498caae2-a91b-46e5-b044-1bb9a26a83f7 https://share.transistor.fm/s/f5eb03bb Hosted by Matt Morzy, Director of Research. 

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]]> Mon, 19 May 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 521 Hosted by Matt Morzy, Director of Research. 

]]> Financial planning. Stock Market. SWOT. No 155 155 Intentional Inactivity full b4a10657-f8d6-4d85-a126-f69df451ba9b https://share.transistor.fm/s/ec95d50e Hosted by Jason Cooper, Director of Equity Research.

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]]> Mon, 12 May 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 670 Hosted by Jason Cooper, Director of Equity Research.

]]> Financial planning. Stock Market. SWOT. No 154 154 Mangled/Tangled 'Magnificent' 7. full 72cab246-c07d-40fd-af73-fc16d8b8dacb https://share.transistor.fm/s/17a742fb Host by Brian Jacobsen, Chief Economist. 

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]]> Mon, 05 May 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 550 Host by Brian Jacobsen, Chief Economist. 

]]> Financial planning. Stock Market. SWOT. No 153 153 Here comes opportunity full 8a6efc1b-4ddd-46fb-939b-f576c23f8eca https://share.transistor.fm/s/f147df68 Mon, 28 Apr 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 353 Financial planning. Stock Market. SWOT. No 152 152 The Bond edition full ebfd5abe-a599-4a38-bf49-2b951c9bd9c4 https://share.transistor.fm/s/da30a7f9 Hosted by Ken Bellinger, Research Analyst. 

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]]> Mon, 21 Apr 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 743 Hosted by Ken Bellinger, Research Analyst. 

]]> Financial planning. Stock Market. SWOT. No 151 151 Bull market uncertainty full 0432c50c-cecb-4f35-8b70-cdbbfcafb3e8 https://share.transistor.fm/s/f122be52 Hosted by Jason Cooper, Director of Equity Research. 

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]]> Mon, 14 Apr 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 741 Hosted by Jason Cooper, Director of Equity Research. 

]]> Financial planning. Stock Market. SWOT. No 150 150 Bonds step up full 17be2eab-e21d-4c3a-babf-7d609b8b52bb https://share.transistor.fm/s/b7bb6601 Hosted by Dr. Brian Jacobsen, Chief Economist

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]]> Mon, 07 Apr 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 581 Hosted by Dr. Brian Jacobsen, Chief Economist

]]> Financial planning. Stock Market. SWOT. No 149 149 Tied for the 5th fastest 10% correction full e141023b-ce44-48ea-949f-df735788da46 https://share.transistor.fm/s/7564f955 Hosted by Matt Morzy, Director of Research. 

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]]> Mon, 31 Mar 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 695 Hosted by Matt Morzy, Director of Research. 

]]> Financial planning. Stock Market. SWOT. No 148 148 Bundled Strengths/Weaknesses full 3a88e307-3c3c-4cc5-b929-8d2af63c9e48 https://share.transistor.fm/s/70dcc085 Hosted by Brian Jacobsen, Chief Economist

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]]> Mon, 24 Mar 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 521 Hosted by Brian Jacobsen, Chief Economist

]]> Financial planning. Stock Market. SWOT. No 147 147 Recessionary risks are rising full 37a744e9-1f55-4c31-8e74-d32e1b58da7f https://share.transistor.fm/s/c437d7f8 Hosted by Derek Felske, Chief Investment Officer. 

]]> Hosted by Derek Felske, Chief Investment Officer. 

]]> Mon, 17 Mar 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 352 Hosted by Derek Felske, Chief Investment Officer. 

]]> Financial planning. Stock Market. SWOT. No 146 146 A job report littered with misses full 5f8e5385-b0aa-4844-b3f8-ff12a389f22f https://share.transistor.fm/s/9e915413 Hosted by Jason Cooper, Director of Equity Research.

]]> Hosted by Jason Cooper, Director of Equity Research.

]]> Mon, 10 Mar 2025 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 647 Hosted by Jason Cooper, Director of Equity Research.

]]> Financial planning. Stock Market. SWOT. No 145 145 Consumers are concerned full 78eb0572-547d-443f-92df-6317cd50574c https://share.transistor.fm/s/364ddc0b Hosted by Dr. Brian Jacobsen, Chief Economist Annex Wealth Management. 

]]> Hosted by Dr. Brian Jacobsen, Chief Economist Annex Wealth Management. 

]]> Mon, 03 Mar 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 500 Hosted by Dr. Brian Jacobsen, Chief Economist Annex Wealth Management. 

]]> Financial planning. Stock Market. SWOT. No 144 144 A lot of DOGE adjacent activity full 1cee856a-846f-4b58-b09a-855901efe056 https://share.transistor.fm/s/c2e22d68 Hosted by Jason Cooper, Director of Equity Research, and Ken Bellinger, Research Analyst. 

]]> Hosted by Jason Cooper, Director of Equity Research, and Ken Bellinger, Research Analyst. 

]]> Mon, 24 Feb 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 870 Hosted by Jason Cooper, Director of Equity Research, and Ken Bellinger, Research Analyst. 

]]> Financial planning. Stock Market. SWOT. No 143 143 Sticky inflation before tariffs full 9eb437b3-c80c-4039-b8fe-ccf00b22f343 https://share.transistor.fm/s/1e11663b Joined by Derek Felske, Chief Investment Officer. 

]]> Joined by Derek Felske, Chief Investment Officer. 

]]> Mon, 17 Feb 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 396 Joined by Derek Felske, Chief Investment Officer. 

]]> Financial planning. Stock Market. SWOT. No 142 142 Manufacturing manages a comeback? full 062477fc-4094-47d0-b182-8c46eebebab5 https://share.transistor.fm/s/262ae17e ISM Manufacturing peeks its head above 50 finally but the Service Sector Stumbles. Looking for opportunity? Don't get distracted by the constant Wall of Worry but since tariffs (so far) have been a tool, not a policy--watch for threats.

]]> ISM Manufacturing peeks its head above 50 finally but the Service Sector Stumbles. Looking for opportunity? Don't get distracted by the constant Wall of Worry but since tariffs (so far) have been a tool, not a policy--watch for threats.

]]> Mon, 10 Feb 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 1013 ISM Manufacturing peeks its head above 50 finally but the Service Sector Stumbles. Looking for opportunity? Don't get distracted by the constant Wall of Worry but since tariffs (so far) have been a tool, not a policy--watch for threats.

]]> Financial planning. Stock Market. SWOT. No 141 141 Tariffs: One part negotiation, one part reality full e45d5bca-115b-46c6-a2df-617c598dbed0 https://share.transistor.fm/s/c4aad4f6 The other 493 stocks in the S&P 500 look strong while the tech sector shows weakness. Opportunity through active management but volatility remains a threat. 

]]> The other 493 stocks in the S&P 500 look strong while the tech sector shows weakness. Opportunity through active management but volatility remains a threat. 

]]> Mon, 03 Feb 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 745 The other 493 stocks in the S&P 500 look strong while the tech sector shows weakness. Opportunity through active management but volatility remains a threat. 

]]> Financial planning. Stock Market. SWOT. No 140 140 Week One. So far, so good. full b274dcd8-cf7e-47af-ba15-fcf0f284f8ec https://share.transistor.fm/s/2cf15dc3 So far, so good for Trump 47 but tariff prospects are a weakness. Opportunity by embracing optimism but a ticked-off Trump is a threat. 

]]> So far, so good for Trump 47 but tariff prospects are a weakness. Opportunity by embracing optimism but a ticked-off Trump is a threat. 

]]> Mon, 27 Jan 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 927 So far, so good for Trump 47 but tariff prospects are a weakness. Opportunity by embracing optimism but a ticked-off Trump is a threat. 

]]> Financial planning. Stock Market. SWOT. No 139 139 First year of a new presidency starts today full 47c2e180-6fd9-4914-a69f-ec46258070bb https://share.transistor.fm/s/d62c8359 Discretionary stocks vs staples is our strength while market volatility creates weakness. The first year of a presidency brings opportunity but the dollar's strength is a threat. 

]]> Discretionary stocks vs staples is our strength while market volatility creates weakness. The first year of a presidency brings opportunity but the dollar's strength is a threat. 

]]> Mon, 20 Jan 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 839 Discretionary stocks vs staples is our strength while market volatility creates weakness. The first year of a presidency brings opportunity but the dollar's strength is a threat. 

]]> Financial planning. Stock Market. SWOT. No 138 138 You probably own a lot more tech stocks than you think you do full 9292f12d-9bfb-4621-823e-393826d11931 https://share.transistor.fm/s/a6531c83 Services stay strong while sentiment and valuation show weakness. There is opportunity as fear fades but if the markets don't broaden out soon, we could see a significant decline. 

]]> Services stay strong while sentiment and valuation show weakness. There is opportunity as fear fades but if the markets don't broaden out soon, we could see a significant decline. 

]]> Mon, 13 Jan 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 660 Services stay strong while sentiment and valuation show weakness. There is opportunity as fear fades but if the markets don't broaden out soon, we could see a significant decline. 

]]> Financial planning. Stock Market. SWOT. No 137 137 Outside of the Mag 7, breadth is weak. full fc250eea-4009-477a-8371-9cccd4ff7288 https://share.transistor.fm/s/4e88baed Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price being what you pay while value is what you get. 

]]> Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price being what you pay while value is what you get. 

]]> Mon, 06 Jan 2025 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 809 Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price being what you pay while value is what you get. 

]]> Financial planning. Stock Market. SWOT. No 136 136 2025. Follow the earnings full ccd9b5b8-647d-402b-8164-54436bf87dbe https://share.transistor.fm/s/87b78b10 2024 was a magnificent year but international malaise is a weakness. Opportunity with new leaders in a new year but the potential for more volatility is a threat. 

]]> 2024 was a magnificent year but international malaise is a weakness. Opportunity with new leaders in a new year but the potential for more volatility is a threat. 

]]> Mon, 30 Dec 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 1037 2024 was a magnificent year but international malaise is a weakness. Opportunity with new leaders in a new year but the potential for more volatility is a threat. 

]]> Financial planning. Stock Market. SWOT. No 135 135 You're a mean one, Mr. Fed full b383dc10-25f5-4ed0-a7d1-64cdf37b5bcf https://share.transistor.fm/s/0c0b372d The US economy is resilient while sentiment and valuation pose weaknesses. For opportunity, take the long view while the possibility of inflation rearing its ugly head in 2025 is a threat.  

]]> The US economy is resilient while sentiment and valuation pose weaknesses. For opportunity, take the long view while the possibility of inflation rearing its ugly head in 2025 is a threat.  

]]> Mon, 23 Dec 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 568 The US economy is resilient while sentiment and valuation pose weaknesses. For opportunity, take the long view while the possibility of inflation rearing its ugly head in 2025 is a threat.  

]]> Financial planning. Stock Market. SWOT. No 134 134 Duration compensation is back! full 25f54a98-4669-49ec-a44d-232c4ee87b42 https://share.transistor.fm/s/601ffd24 Optimism, but inflation's a touch hot. Opportunities, since the Fed won’t defy gravity but will we see tariffs before we hear talk?
 

]]> Optimism, but inflation's a touch hot. Opportunities, since the Fed won’t defy gravity but will we see tariffs before we hear talk?
 

]]> Mon, 16 Dec 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 822 Optimism, but inflation's a touch hot. Opportunities, since the Fed won’t defy gravity but will we see tariffs before we hear talk?
 

]]> Financial planning. Stock Market. SWOT. No 133 133 The economy keeps chugging along full b8abc35c-8834-488b-9db2-8ed8f9fcd238 https://share.transistor.fm/s/3693bc97 The economy keeps chugging but manufacturing continues its weakness. Watch for opportunity in beaten-down industries but watch the threat of high valuations. 

]]> The economy keeps chugging but manufacturing continues its weakness. Watch for opportunity in beaten-down industries but watch the threat of high valuations. 

]]> Mon, 09 Dec 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 839 The economy keeps chugging but manufacturing continues its weakness. Watch for opportunity in beaten-down industries but watch the threat of high valuations. 

]]> Financial planning. Stock Market. SWOT. No 132 132 Risk mitigation. Turkeys have it pretty good. Until they don't. full 75465b9d-468b-41ae-a8e2-795754465771 https://share.transistor.fm/s/c17fa87e Moderating inflation drives improved purchasing power while the air has been let out of software. 2025 earnings acceleration is an opportunity but ignoring risk mitigation mimics the turkey's lifecycle. 

]]> Moderating inflation drives improved purchasing power while the air has been let out of software. 2025 earnings acceleration is an opportunity but ignoring risk mitigation mimics the turkey's lifecycle. 

]]> Mon, 02 Dec 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 988 Moderating inflation drives improved purchasing power while the air has been let out of software. 2025 earnings acceleration is an opportunity but ignoring risk mitigation mimics the turkey's lifecycle. 

]]> Financial planning. Stock Market. SWOT. No 131 131 Are we in a melt-UP? full 5bb92776-c092-4422-96a1-8244964fed4e https://share.transistor.fm/s/d1c2a8a6 Goodbye uncertainty but higher rates on a valuation headwind are a weakness. Laggards are turning into leaders but remember the risk before the market makes you. 

]]> Goodbye uncertainty but higher rates on a valuation headwind are a weakness. Laggards are turning into leaders but remember the risk before the market makes you. 

]]> Mon, 25 Nov 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 791 Goodbye uncertainty but higher rates on a valuation headwind are a weakness. Laggards are turning into leaders but remember the risk before the market makes you. 

]]> Financial planning. Stock Market. SWOT. No 130 130 'Boring' is becoming the new 'interesting' full a4fb5546-0b79-4b4f-bbc9-208f0ad5c579 https://share.transistor.fm/s/1166d1b3 Special Guest: Brian Kersmanc - Portfolio Manager - GQG Partners

]]> Special Guest: Brian Kersmanc - Portfolio Manager - GQG Partners

]]> Mon, 18 Nov 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 1053 Special Guest: Brian Kersmanc - Portfolio Manager - GQG Partners

]]> Financial planning. Stock Market. SWOT. No 129 129 Tax Cut Trump or Tariff War Trump? full 39f48191-8af7-4e35-865d-e01766585d73 https://share.transistor.fm/s/84a905bc Markets elect to rally but ballet box bond blues are a weakness. Campaigning for change presents opportunity but polling pressures trade and inflation create threats. 

]]> Markets elect to rally but ballet box bond blues are a weakness. Campaigning for change presents opportunity but polling pressures trade and inflation create threats. 

]]> Mon, 11 Nov 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 889 Markets elect to rally but ballet box bond blues are a weakness. Campaigning for change presents opportunity but polling pressures trade and inflation create threats. 

]]> Financial planning. Stock Market. SWOT. No 128 128 Election week full c759849d-8daf-4e8a-bd3a-f56d41f2353d https://share.transistor.fm/s/4d9338fb Good goods growth so far for a strength while valuations pose a weakness. There is opportunity with Election Day on the doorstep but election angst is a threat. 

]]> Good goods growth so far for a strength while valuations pose a weakness. There is opportunity with Election Day on the doorstep but election angst is a threat. 

]]> Mon, 04 Nov 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 613 Good goods growth so far for a strength while valuations pose a weakness. There is opportunity with Election Day on the doorstep but election angst is a threat. 

]]> Financial planning. Stock Market. SWOT. No 127 127 The Halloween Episode full 150cdac5-d4be-4811-be15-2688643a64f7 https://share.transistor.fm/s/d33f6713 Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.

]]> Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.

]]> Mon, 28 Oct 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 944 Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.

]]> Financial planning. Stock Market. SWOT. No 126 126 Recession warning signals full 03efab42-9dfb-4f4f-a7ba-fa431ce4092b https://share.transistor.fm/s/3129d283 Retail sales stay strong while volatility remains in long rates. There's another chance to add duration but recession warning signals are beginning. 

]]> Retail sales stay strong while volatility remains in long rates. There's another chance to add duration but recession warning signals are beginning. 

]]> Mon, 21 Oct 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 537 Retail sales stay strong while volatility remains in long rates. There's another chance to add duration but recession warning signals are beginning. 

]]> Financial planning. Stock Market. SWOT. No 125 125 AI's 'green shoots' full 444a284c-49b5-42ed-8cee-3a6822647df0 https://share.transistor.fm/s/225c5869 Stocks are the strength this week while yields up while certain asset prices are down are a weakness. There is opportunity to get growing at a reasonable price while voting with your portfolio instead of the polls is a threat. 

]]> Stocks are the strength this week while yields up while certain asset prices are down are a weakness. There is opportunity to get growing at a reasonable price while voting with your portfolio instead of the polls is a threat. 

]]> Mon, 14 Oct 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 823 Stocks are the strength this week while yields up while certain asset prices are down are a weakness. There is opportunity to get growing at a reasonable price while voting with your portfolio instead of the polls is a threat. 

]]> Financial planning. Stock Market. SWOT. No 124 124 The jobs number and incoming earnings full 0dc82598-266e-4aaa-b84c-d62c7f7aec60 https://share.transistor.fm/s/13bed99a Hard data supports a soft landing while returns may have discounted positive future fundamentals. There's an opportunity to get out of cash but rebounding inflation poses a threat. 

]]> Hard data supports a soft landing while returns may have discounted positive future fundamentals. There's an opportunity to get out of cash but rebounding inflation poses a threat. 

]]> Mon, 07 Oct 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 601 Hard data supports a soft landing while returns may have discounted positive future fundamentals. There's an opportunity to get out of cash but rebounding inflation poses a threat. 

]]> Financial planning. Stock Market. SWOT. No 123 123 China's shock and awe full 52ef20a0-6057-450c-a022-aff2e7b24e14 https://share.transistor.fm/s/1dd9bdf3 China gooses its economy while US consumers aren't feeling confident. There was a big cut but little pain, possibly because easing might have been too little, too late. 

]]> China gooses its economy while US consumers aren't feeling confident. There was a big cut but little pain, possibly because easing might have been too little, too late. 

]]> Mon, 30 Sep 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1252 China gooses its economy while US consumers aren't feeling confident. There was a big cut but little pain, possibly because easing might have been too little, too late. 

]]> Financial planning. Stock Market. SWOT. No 122 122 Housing, nukes, and volatility full 2f79ce5b-7986-47a6-a8a3-0dc8797334f7 https://share.transistor.fm/s/48c6c56a Housing appears in both strengths and weaknesses this week. There is opportunity in small caps and natural gas while long yield and election volatility are threats. 

]]> Housing appears in both strengths and weaknesses this week. There is opportunity in small caps and natural gas while long yield and election volatility are threats. 

]]> Mon, 23 Sep 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 804 Housing appears in both strengths and weaknesses this week. There is opportunity in small caps and natural gas while long yield and election volatility are threats. 

]]> Financial planning. Stock Market. SWOT. No 121 121 Fed week full 87a1d4b8-519c-4ce7-b6bc-0172cc260edc https://share.transistor.fm/s/3ec8757d Gold and tech in the strength column while the consumer weakens. Opportunity exists in the relative strength of individual equities post-sell off. The dual mandates of the Fed remain a threat. 

]]> Gold and tech in the strength column while the consumer weakens. Opportunity exists in the relative strength of individual equities post-sell off. The dual mandates of the Fed remain a threat. 

]]> Mon, 16 Sep 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 497 Gold and tech in the strength column while the consumer weakens. Opportunity exists in the relative strength of individual equities post-sell off. The dual mandates of the Fed remain a threat. 

]]> Financial planning. Stock Market. SWOT. No 120 120 Too much emphasis on Fed rate cuts? full 4b442b06-9d66-4330-bec3-00dcd876aa1c https://share.transistor.fm/s/624cafd9 Mon, 09 Sep 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 877 Financial planning. Stock Market. SWOT. No 119 119 Another hangover like 2019? full d16a4e8c-9e6e-4727-ab09-d288b0b8695f https://share.transistor.fm/s/ddf834e1 Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast. 

]]> Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast. 

]]> Mon, 02 Sep 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1006 Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast. 

]]> Financial planning. Stock Market. SWOT. No 118 118 Time to cut? The Fed vs The Market full 9edbb28e-2466-4401-97a4-28637da39f88 https://share.transistor.fm/s/38eb6471 There's broad Fed agreement at the Jackson Hole meeting that it's time to cut, but the Fed and the market are on different pages.

]]> There's broad Fed agreement at the Jackson Hole meeting that it's time to cut, but the Fed and the market are on different pages.

]]> Mon, 26 Aug 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1130 There's broad Fed agreement at the Jackson Hole meeting that it's time to cut, but the Fed and the market are on different pages.

]]> Financial planning. Stock Market. SWOT. No 117 117 Volatility produces a lot of opportunity full 6da7012f-0358-48af-a76f-c7a51a9214e4 https://share.transistor.fm/s/1c4ac533 Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a Fed policy error. 

]]> Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a Fed policy error. 

]]> Mon, 19 Aug 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 477 Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a Fed policy error. 

]]> Financial planning. Stock Market. SWOT. No 116 116 Sometimes strengths can bleed over to weaknesses full 44344848-172d-4cd6-89a2-e0efe7595779 https://share.transistor.fm/s/353670d9 Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed delay.

]]> Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed delay.

]]> Mon, 12 Aug 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 572 Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed delay.

]]> Financial planning. Stock Market. SWOT. No 115 115 "Trading last week looked...frightening" full 43d76f9f-293d-460e-b2fd-798405224a8c https://share.transistor.fm/s/911a33ce Strength: bonds diversified stocks. Weakness: the labor market. Opportunity: selective stock selection. Threat: bad news is now bad news. 

]]> Strength: bonds diversified stocks. Weakness: the labor market. Opportunity: selective stock selection. Threat: bad news is now bad news. 

]]> Mon, 05 Aug 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 809 Strength: bonds diversified stocks. Weakness: the labor market. Opportunity: selective stock selection. Threat: bad news is now bad news. 

]]> Financial planning. Stock Market. SWOT. No 114 114 Consumers gonna consume full 93c6b52c-6ee4-4a96-9bc6-2020511d72a5 https://share.transistor.fm/s/e3b736e8 It's what they do best, consumers consuming---and that's our strength this week. China grasping at straws is a weakness but there is opportunity to ride the market emotional rollercoaster. For a threat, we ask 'has the damage been done'? 

]]> It's what they do best, consumers consuming---and that's our strength this week. China grasping at straws is a weakness but there is opportunity to ride the market emotional rollercoaster. For a threat, we ask 'has the damage been done'? 

]]> Mon, 29 Jul 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1218 It's what they do best, consumers consuming---and that's our strength this week. China grasping at straws is a weakness but there is opportunity to ride the market emotional rollercoaster. For a threat, we ask 'has the damage been done'? 

]]> Financial planning. Stock Market. SWOT. No 113 113 The danger of being too sure of the outcome full 19b054ed-e390-4f20-bb0a-6f092ebe0cb6 https://share.transistor.fm/s/ab9fcf66

Strength: The Fed's tone is changing

Weakness: Tech wreck

Opportunity: Ride the rotation

Threat: Snowballing negative sentiment

]]>

Strength: The Fed's tone is changing

Weakness: Tech wreck

Opportunity: Ride the rotation

Threat: Snowballing negative sentiment

]]> Mon, 22 Jul 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1052

Strength: The Fed's tone is changing

Weakness: Tech wreck

Opportunity: Ride the rotation

Threat: Snowballing negative sentiment

]]> Financial planning. Stock Market. SWOT. No 112 112 Beware the Red Queen full 3a6298f7-236e-4bea-917a-31b45273166f https://share.transistor.fm/s/a2556513 Strength: interest rate pressure might be subsiding. Weakness: risk to earnings forecasts. Opportunity: companies that disproportionately benefit from lower rates. Threat: a rotation away from market cap heavy names.

]]> Strength: interest rate pressure might be subsiding. Weakness: risk to earnings forecasts. Opportunity: companies that disproportionately benefit from lower rates. Threat: a rotation away from market cap heavy names.

]]> Mon, 15 Jul 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 844 Strength: interest rate pressure might be subsiding. Weakness: risk to earnings forecasts. Opportunity: companies that disproportionately benefit from lower rates. Threat: a rotation away from market cap heavy names.

]]> Financial planning. Stock Market. SWOT. No 111 111 A political risk....but not THAT way full bc506269-83ff-4dfb-a8e4-b101f96fde61 https://share.transistor.fm/s/cb2d8eed Modest progress toward inflation targets for strength but weakness with cracks in the credit armor. Opportunity exists with cheap protection but economic roadburn and politics are weaknesses. 

]]> Modest progress toward inflation targets for strength but weakness with cracks in the credit armor. Opportunity exists with cheap protection but economic roadburn and politics are weaknesses. 

]]> Mon, 08 Jul 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1022 Modest progress toward inflation targets for strength but weakness with cracks in the credit armor. Opportunity exists with cheap protection but economic roadburn and politics are weaknesses. 

]]> Financial planning. Stock Market. SWOT. No 110 110 A big week for data full 6a4713f0-62c5-435e-80d3-2b7346d22a92 https://share.transistor.fm/s/c27f85f8 Our strength is continued US exceptionalism while concentration risks in the economy present weakness. Opportunity exists by not extrapolating the downward trend in momentum towards something else while momentum crashes present a threat. 

]]> Our strength is continued US exceptionalism while concentration risks in the economy present weakness. Opportunity exists by not extrapolating the downward trend in momentum towards something else while momentum crashes present a threat. 

]]> Mon, 01 Jul 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 922 Our strength is continued US exceptionalism while concentration risks in the economy present weakness. Opportunity exists by not extrapolating the downward trend in momentum towards something else while momentum crashes present a threat. 

]]> Financial planning. Stock Market. SWOT. No 109 109 Will the Fed act properly? full f68d1fb4-247e-43b4-a53c-265542988aa1 https://share.transistor.fm/s/38140a02 Nvidia (and chips) are strong while consumers are feeling pinched. There is opportunity with the acceleration of earnings but a threat remains if the Fed acts too little, too late. 

]]> Nvidia (and chips) are strong while consumers are feeling pinched. There is opportunity with the acceleration of earnings but a threat remains if the Fed acts too little, too late. 

]]> Mon, 24 Jun 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 814 Nvidia (and chips) are strong while consumers are feeling pinched. There is opportunity with the acceleration of earnings but a threat remains if the Fed acts too little, too late. 

]]> Financial planning. Stock Market. SWOT. No 108 108 A little too cozy in the Magnificent Seven? full 4f7f2703-5ee3-4ea3-bd88-64f3c3ed2cf5 https://share.transistor.fm/s/510fc57c Back on track for inflation but lingering weakness in transportation names. Opportunity with quality growth (and AI has legs!) but complacency in the Magnificent Seven. 

]]> Back on track for inflation but lingering weakness in transportation names. Opportunity with quality growth (and AI has legs!) but complacency in the Magnificent Seven. 

]]> Mon, 17 Jun 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 779 Back on track for inflation but lingering weakness in transportation names. Opportunity with quality growth (and AI has legs!) but complacency in the Magnificent Seven. 

]]> Financial planning. Stock Market. SWOT. No 107 107 1st Tuesday November. A date with destiny? full 82b254ec-977f-4528-abf3-a254bfaa25dd https://share.transistor.fm/s/d48fdd5b Interest and dividends are helping retirees but higher rates may eventually bite. There are opportunities in infrastructure and utilities with AI but geopolitical risk is coming back. 

]]> Interest and dividends are helping retirees but higher rates may eventually bite. There are opportunities in infrastructure and utilities with AI but geopolitical risk is coming back. 

]]> Mon, 10 Jun 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1004 Interest and dividends are helping retirees but higher rates may eventually bite. There are opportunities in infrastructure and utilities with AI but geopolitical risk is coming back. 

]]> Financial planning. Stock Market. SWOT. No 106 106 Growth: Slowing to a crawl full 7462823c-ced0-4dff-aaf6-3313e6c22f1d https://share.transistor.fm/s/667db158 Strength: Average stock is better than the index. Weakness: Auction anxiety is back. Opportunity: Oversold interest rate sensitives are good for a trade. Weakness: Growth cools faster than inflation.  

]]> Strength: Average stock is better than the index. Weakness: Auction anxiety is back. Opportunity: Oversold interest rate sensitives are good for a trade. Weakness: Growth cools faster than inflation.  

]]> Mon, 03 Jun 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 845 Strength: Average stock is better than the index. Weakness: Auction anxiety is back. Opportunity: Oversold interest rate sensitives are good for a trade. Weakness: Growth cools faster than inflation.  

]]> Financial planning. Stock Market. SWOT. No 105 105 NVIDIA kills it full fdf617e0-e8b4-46d2-9b37-c47b507f681a https://share.transistor.fm/s/2ac5c83d NVIDIA is the coolest kid in the class but we're beginning to see a bifurcated economy. Opportunities exist by focusing on quality but a growth scare poses a threat. 

]]> NVIDIA is the coolest kid in the class but we're beginning to see a bifurcated economy. Opportunities exist by focusing on quality but a growth scare poses a threat. 

]]> Mon, 27 May 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 741 NVIDIA is the coolest kid in the class but we're beginning to see a bifurcated economy. Opportunities exist by focusing on quality but a growth scare poses a threat. 

]]> Financial planning. Stock Market. SWOT. No 104 104 DOW 40k! full 507ea9d5-f054-47d7-a2f8-6759ba5b9c58 https://share.transistor.fm/s/07b81d66 A 40,000 DOW is a strength while there are more cracks in the consumer's facade. Why sell in May when you can just stay? And a no-landing but turbulence ahead appears as a threat. 

]]> A 40,000 DOW is a strength while there are more cracks in the consumer's facade. Why sell in May when you can just stay? And a no-landing but turbulence ahead appears as a threat. 

]]> Mon, 20 May 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1407 A 40,000 DOW is a strength while there are more cracks in the consumer's facade. Why sell in May when you can just stay? And a no-landing but turbulence ahead appears as a threat. 

]]> Financial planning. Stock Market. SWOT. No 103 103 Inflation. A messy sort of data. full b469e0fd-1d9e-434d-adde-33984ec99331 https://share.transistor.fm/s/a26c6116 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. 

]]> 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. 

]]> Mon, 13 May 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1743 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. 

]]> Financial planning. Stock Market. SWOT. No 102 102 The Fed is navigating using a rearview mirror full dc916c15-633b-4ada-b5a9-1b4e1e314616 https://share.transistor.fm/s/038ce504 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. 

]]> 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. 

]]> Mon, 06 May 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1553 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. 

]]> Financial planning. Stock Market. SWOT. No 101 101 AI and earnings. full 75dc7cec-9716-4c97-b0d1-b5d4da0a416b https://share.transistor.fm/s/0f7fac65 AI momentum continues while a bifurcated consumer is a weakness. AI requires real assets, that's an opportunity while sticky inflation remains a threat. 

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

]]> Mon, 29 Apr 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1282 AI momentum continues while a bifurcated consumer is a weakness. AI requires real assets, that's an opportunity while sticky inflation remains a threat. 

]]> Financial planning. Stock Market. SWOT. No 100 100 EPISODE 100! "It feels worse than it's been" (the week, not the podcasts) full 6c298608-1824-45f3-82c6-673b656036fa https://share.transistor.fm/s/81157757 Global growth is better than expected but higher mortgage rates are dampening housing. There's opportunity as April showers bring May flowers but the threat grows that the Fed may not even cut rates. 

]]> Global growth is better than expected but higher mortgage rates are dampening housing. There's opportunity as April showers bring May flowers but the threat grows that the Fed may not even cut rates. 

]]> Mon, 22 Apr 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1545 Global growth is better than expected but higher mortgage rates are dampening housing. There's opportunity as April showers bring May flowers but the threat grows that the Fed may not even cut rates. 

]]> Financial planning. Stock Market. SWOT. No 99 99 King Dollar. Still the safe haven. full d8157821-243d-4367-8c81-eeca8599426e https://share.transistor.fm/s/df551efd 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. 

]]> 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. 

]]> Mon, 15 Apr 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1403 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. 

]]> Financial planning. Stock Market. SWOT. No 98 98 Gold shines full e3a2c18f-c9d7-4a1d-a19c-b74d513a3136 https://share.transistor.fm/s/da706339 Gold is at a 5000 year high while retail is on sale. Active management offers an opportunity across the board but inflationary tailwinds intensify. 

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

]]> Mon, 08 Apr 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1277 Gold is at a 5000 year high while retail is on sale. Active management offers an opportunity across the board but inflationary tailwinds intensify. 

]]> Financial planning. Stock Market. SWOT. No 97 97 The return of supply chain issues? full 6c2f8825-2217-48d2-bdaf-5dae2f5a795e https://share.transistor.fm/s/b10a8396 Firmness in treasury yields but non AI sales projects face an elongated sales cycle. There are opportunities as the overall market broadens but deficits are keeping rates elevated.

]]> Firmness in treasury yields but non AI sales projects face an elongated sales cycle. There are opportunities as the overall market broadens but deficits are keeping rates elevated.

]]> Mon, 01 Apr 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1072 Firmness in treasury yields but non AI sales projects face an elongated sales cycle. There are opportunities as the overall market broadens but deficits are keeping rates elevated.

]]> Financial planning. Stock Market. SWOT. No 96 96 Mojo and Stagflation full 80a7b149-8c96-4bf6-96de-e230900cdba5 https://share.transistor.fm/s/08ea5159 Manufacturing mojo is coming back while pricing power to margin pressure is a weakness. Opportunities exist in credit while stagflation narratives pose a threat. 

]]> Manufacturing mojo is coming back while pricing power to margin pressure is a weakness. Opportunities exist in credit while stagflation narratives pose a threat. 

]]> Mon, 25 Mar 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1394 Manufacturing mojo is coming back while pricing power to margin pressure is a weakness. Opportunities exist in credit while stagflation narratives pose a threat. 

]]> Financial planning. Stock Market. SWOT. No 95 95 We've identified that huge sucking sound full 035fc508-c660-4afc-81c9-21c18a013220 https://share.transistor.fm/s/65940962 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. 

]]> 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. 

]]> Mon, 18 Mar 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1329 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. 

]]> Financial planning. Stock Market. SWOT. No 94 94 "...this is a time most reminiscent of 1998." full 7c7526f4-feb4-4105-b25f-8221d9cf9bb4 https://share.transistor.fm/s/3b6dedeb 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. 

]]> 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. 

]]> Mon, 11 Mar 2024 06:00:00 -0500 Annex Wealth Management Annex Wealth Management 1206 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. 

]]> Financial planning. Stock Market. SWOT. No 93 93 Rates and inflation remain sticky full 105c8c83-6ec5-45af-b632-046b903287f5 https://share.transistor.fm/s/eeca2343 Markets don't do much in election years until the outcome is clear. 

]]> Markets don't do much in election years until the outcome is clear. 

]]> Mon, 04 Mar 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 1012 Markets don't do much in election years until the outcome is clear. 

]]> Financial planning. Stock Market. SWOT. No 92 92 Virtuous cycle to vicious cycle? full 544b82f6-49de-44ee-a5a6-06d6623a2534 https://share.transistor.fm/s/4c820db3 This week's strengths are the news highs while Fed pushback continues and so does the rise in yields. There is opportunity in the virtuous cycle but commercial real estate is a threat. 

]]> This week's strengths are the news highs while Fed pushback continues and so does the rise in yields. There is opportunity in the virtuous cycle but commercial real estate is a threat. 

]]> Mon, 26 Feb 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 1533 This week's strengths are the news highs while Fed pushback continues and so does the rise in yields. There is opportunity in the virtuous cycle but commercial real estate is a threat. 

]]> Financial planning. Stock Market. SWOT. No 91 91 Kudos to the Fed's messaging full c5ca533e-ce37-4f3c-8302-816ca2326945 https://share.transistor.fm/s/7e6f8632 Kudos to the Fed's messaging but hot inflation and cold spending is a threat. One man's garbage is another man's treasure (and opportunity) but  watch out for the threat of value traps. 

]]> Kudos to the Fed's messaging but hot inflation and cold spending is a threat. One man's garbage is another man's treasure (and opportunity) but  watch out for the threat of value traps. 

]]> Mon, 19 Feb 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 1355 Kudos to the Fed's messaging but hot inflation and cold spending is a threat. One man's garbage is another man's treasure (and opportunity) but  watch out for the threat of value traps. 

]]> Financial planning. Stock Market. SWOT. No 90 90 My oh my. That AI! full 0cd2382f-2428-427f-939f-27ac5de70e72 https://share.transistor.fm/s/63ac0f37 Trees are growing to the sky while interest rate exposed securities continue to lag. There are opportunities as bad breadth improves but uncertainty remains a threat. 

]]> Trees are growing to the sky while interest rate exposed securities continue to lag. There are opportunities as bad breadth improves but uncertainty remains a threat. 

]]> Mon, 12 Feb 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 1299 Trees are growing to the sky while interest rate exposed securities continue to lag. There are opportunities as bad breadth improves but uncertainty remains a threat. 

]]> Financial planning. Stock Market. SWOT. No 89 89 Eyes on the Fed full 279fd266-e889-4cb6-a304-03f2a7b72944 https://share.transistor.fm/s/9d577e18 We're in a good place but there are still signs of stress with some regional banks. Simple opportunities exist by maintaining a balanced portfolio. The Middle East is becoming a threat. 

]]> We're in a good place but there are still signs of stress with some regional banks. Simple opportunities exist by maintaining a balanced portfolio. The Middle East is becoming a threat. 

]]> Mon, 05 Feb 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 1416 We're in a good place but there are still signs of stress with some regional banks. Simple opportunities exist by maintaining a balanced portfolio. The Middle East is becoming a threat. 

]]> Financial planning. Stock Market. SWOT. No 88 88 Sticking the soft landing? full 4fbd09a2-02b8-4c46-bc17-b2f65eede1e2 https://share.transistor.fm/s/eac302f5 Almost perfect economic data meets hypersensitive areas in the market. Even with a pullback, there are relative value opportunities while a breaking bad forecast includes the market pricing in aggressive rate cuts. 

]]> Almost perfect economic data meets hypersensitive areas in the market. Even with a pullback, there are relative value opportunities while a breaking bad forecast includes the market pricing in aggressive rate cuts. 

]]> Mon, 29 Jan 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 1207 Almost perfect economic data meets hypersensitive areas in the market. Even with a pullback, there are relative value opportunities while a breaking bad forecast includes the market pricing in aggressive rate cuts. 

]]> Financial planning. Stock Market. SWOT. No 87 87 Opportunity and Threats as equals? full 8844c0f3-f493-42e0-9563-b001fb901839 https://share.transistor.fm/s/5efc8cb1 The economic damage has been contained but weakness appears while wrestling with the Fed's communication. Opportunity exists with the Fed NOT tanking the economy--but a threat remains if the Fed DOES wind up tanking the economy. 

]]> The economic damage has been contained but weakness appears while wrestling with the Fed's communication. Opportunity exists with the Fed NOT tanking the economy--but a threat remains if the Fed DOES wind up tanking the economy. 

]]> Mon, 22 Jan 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 1306 The economic damage has been contained but weakness appears while wrestling with the Fed's communication. Opportunity exists with the Fed NOT tanking the economy--but a threat remains if the Fed DOES wind up tanking the economy. 

]]> Financial planning. Stock Market. SWOT. No 86 86 The 'AI Chaser' full 733259d8-9a88-463d-90fd-0686d03de127 https://share.transistor.fm/s/e431e510 The mega map momentum runs into a small cap and earnings retreat. Broadening use of AI is an opportunity while persistent inflation and rise energy costs pose a threat. 

]]> The mega map momentum runs into a small cap and earnings retreat. Broadening use of AI is an opportunity while persistent inflation and rise energy costs pose a threat. 

]]> Mon, 15 Jan 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 934 The mega map momentum runs into a small cap and earnings retreat. Broadening use of AI is an opportunity while persistent inflation and rise energy costs pose a threat. 

]]> Financial planning. Stock Market. SWOT. No 85 85 Did the market get ahead of itself? full 60d1157c-c825-4e44-b648-7d658e81c668 https://share.transistor.fm/s/02ded61e The good jobs report might be solidifying the soft landing scenario but a cyclical strength isn't great. Do pullbacks equal opportunity? A threat could emerge when the market doesn't get what it wants. 

]]> The good jobs report might be solidifying the soft landing scenario but a cyclical strength isn't great. Do pullbacks equal opportunity? A threat could emerge when the market doesn't get what it wants. 

]]> Mon, 08 Jan 2024 06:00:00 -0600 Annex Wealth Management Annex Wealth Management 1611 The good jobs report might be solidifying the soft landing scenario but a cyclical strength isn't great. Do pullbacks equal opportunity? A threat could emerge when the market doesn't get what it wants. 

]]> Financial planning. Stock Market. SWOT. No 84 84 2023 in review, 2024 straight ahead. full aa5e9b1f-2ad6-4662-a4cc-2e65e95c05ec https://share.transistor.fm/s/738587bd Momentum continued but China and the Credit Crunch were a drag. Opportunity exists for active managers while the Fed being slow to react to deteriorating conditions is a threat. 

]]> Momentum continued but China and the Credit Crunch were a drag. Opportunity exists for active managers while the Fed being slow to react to deteriorating conditions is a threat. 

]]> Mon, 01 Jan 2024 07:00:00 -0600 Annex Wealth Management Annex Wealth Management 1501 Momentum continued but China and the Credit Crunch were a drag. Opportunity exists for active managers while the Fed being slow to react to deteriorating conditions is a threat. 

]]> Financial planning. Stock Market. SWOT. No 83 83 The Christmas Episode full 9c1ac157-8cb3-473b-8a6f-9e8527d88f1a https://share.transistor.fm/s/3210483d Santa Claus came for small caps but the dollar has been dashing downward. Stock pickers need to do some homework but will it be a blue Christmas for bonds? 

]]> Santa Claus came for small caps but the dollar has been dashing downward. Stock pickers need to do some homework but will it be a blue Christmas for bonds? 

]]> Mon, 25 Dec 2023 07:00:00 -0600 Annex Wealth Management Annex Wealth Management 1104 Santa Claus came for small caps but the dollar has been dashing downward. Stock pickers need to do some homework but will it be a blue Christmas for bonds? 

]]> Financial planning. Stock Market. SWOT. No 82 82 The transition from pause to cut can be bumpy full 8510134b-b038-4022-b368-5959e5ce91cb https://share.transistor.fm/s/7e83dbe3 Interest rate sensitive assets are a strength while the Magnificent 7 might be going from magnificent to middling. There is opportunity in the catch-up trade but transitions can be hard. 

]]> Interest rate sensitive assets are a strength while the Magnificent 7 might be going from magnificent to middling. There is opportunity in the catch-up trade but transitions can be hard. 

]]> Mon, 18 Dec 2023 07:00:00 -0600 Annex Wealth Management Annex Wealth Management 1022 Interest rate sensitive assets are a strength while the Magnificent 7 might be going from magnificent to middling. There is opportunity in the catch-up trade but transitions can be hard. 

]]> Financial planning. Stock Market. SWOT. No 81 81 Early resolution for 2024? Balance. full 1324f604-0af4-4647-bccf-a6ba6c8387ac https://share.transistor.fm/s/4af436cd The buy-the-dip-reflex seems to be strong while the slow slide into stagnation is a weakness. There's an opportunity to get back into balance but data dependence equals skittish investors. 

]]> The buy-the-dip-reflex seems to be strong while the slow slide into stagnation is a weakness. There's an opportunity to get back into balance but data dependence equals skittish investors. 

]]> Mon, 11 Dec 2023 07:00:00 -0600 Annex Wealth Management Annex Wealth Management 1253 The buy-the-dip-reflex seems to be strong while the slow slide into stagnation is a weakness. There's an opportunity to get back into balance but data dependence equals skittish investors. 

]]> Financial planning. Stock Market. SWOT. No 80 80 Chipotle buy-now-pay-later? full ba9b15f3-4698-4edf-b2be-d9a264d77134 https://share.transistor.fm/s/0c1e4e81 Besides learning why one of the members of the Investment Team uses buy-now-pay-later for Chipotle, there are plenty of other things to talk about.  Yields are down but asset prices are up but is there weakness in the Magnificent Seven? Opportunity might exist in underperforming sectors that are poised to turn but the threat remains whether or not the Fed will stick the landing. 

]]> Besides learning why one of the members of the Investment Team uses buy-now-pay-later for Chipotle, there are plenty of other things to talk about.  Yields are down but asset prices are up but is there weakness in the Magnificent Seven? Opportunity might exist in underperforming sectors that are poised to turn but the threat remains whether or not the Fed will stick the landing. 

]]> Mon, 04 Dec 2023 07:00:00 -0600 Annex Wealth Management Annex Wealth Management 1362 Besides learning why one of the members of the Investment Team uses buy-now-pay-later for Chipotle, there are plenty of other things to talk about.  Yields are down but asset prices are up but is there weakness in the Magnificent Seven? Opportunity might exist in underperforming sectors that are poised to turn but the threat remains whether or not the Fed will stick the landing. 

]]> Financial planning. Stock Market. SWOT. No 79 79 Two PHDs walk into a podcast.... full 70d7e38b-71fa-469a-af4c-5e62268f8497 https://share.transistor.fm/s/35213eee Double PHD's on this episode. Good news IS good news but weak holiday guidance is an issue. Genuine growth is scarce, demands a premium, and is an opportunity while a longer rate pause with faster cuts is a threat.

]]> Double PHD's on this episode. Good news IS good news but weak holiday guidance is an issue. Genuine growth is scarce, demands a premium, and is an opportunity while a longer rate pause with faster cuts is a threat.

]]> Mon, 27 Nov 2023 07:00:00 -0600 Annex Wealth Management Annex Wealth Management 1833 Double PHD's on this episode. Good news IS good news but weak holiday guidance is an issue. Genuine growth is scarce, demands a premium, and is an opportunity while a longer rate pause with faster cuts is a threat.

]]> Financial planning. Stock Market. SWOT. No 78 78 Are we seeing end of the year FOMO? full 0a880502-fbe0-4165-854b-6d7a67e67f07 https://share.transistor.fm/s/67a8872e Santa's sleigh is being pulled by some Bulls --but risk reward is looking risky. Dumpster diving is back on the menu but the Fed is hurting the government more than Warren Buffet. 

]]> Santa's sleigh is being pulled by some Bulls --but risk reward is looking risky. Dumpster diving is back on the menu but the Fed is hurting the government more than Warren Buffet. 

]]> Mon, 20 Nov 2023 07:00:00 -0600 Annex Wealth Management Annex Wealth Management 1483 Santa's sleigh is being pulled by some Bulls --but risk reward is looking risky. Dumpster diving is back on the menu but the Fed is hurting the government more than Warren Buffet. 

]]> Financial planning. Stock Market. SWOT. No 77 77 It's a cliche, but when do we NOT have volatility? full 73945dec-00ce-4c78-be62-f5926097d1d0 https://share.transistor.fm/s/408d2801 Potential earnings improvement is a strength while mid and small cap stocks underperform. For opportunities; the '40' part of a 60/40 portfolio could have good risk-adjusted returns but rising unemployment is a threat. 

]]> Potential earnings improvement is a strength while mid and small cap stocks underperform. For opportunities; the '40' part of a 60/40 portfolio could have good risk-adjusted returns but rising unemployment is a threat. 

]]> Mon, 13 Nov 2023 07:00:00 -0600 Annex Wealth Management Annex Wealth Management 1106 Potential earnings improvement is a strength while mid and small cap stocks underperform. For opportunities; the '40' part of a 60/40 portfolio could have good risk-adjusted returns but rising unemployment is a threat. 

]]> Financial planning. Stock Market. SWOT. No 76 76 The Powell Pause and the power of lower expectations. full e574baf3-119d-499a-bde6-b091dd9128c2 https://share.transistor.fm/s/3171a305 What the pause means for fixed income and equity markets is a strength while equity valuations remain a weakness. Expectations are low, that's an opportunity. That along with short positioning has led to a decent rally so far. The Fed remains the threat. 

]]> What the pause means for fixed income and equity markets is a strength while equity valuations remain a weakness. Expectations are low, that's an opportunity. That along with short positioning has led to a decent rally so far. The Fed remains the threat. 

]]> Mon, 06 Nov 2023 07:00:00 -0600 Annex Wealth Management Annex Wealth Management 1139 What the pause means for fixed income and equity markets is a strength while equity valuations remain a weakness. Expectations are low, that's an opportunity. That along with short positioning has led to a decent rally so far. The Fed remains the threat. 

]]> Financial planning. Stock Market. SWOT. No 75 75 Who's got bad breadth? full c97f240d-5629-4a19-be7b-8fab0e7fa842 https://share.transistor.fm/s/fe3df192 Artificial intelligence is here and a definite strength  Meanwhile, bad breadth pulls equity returns lower and is a weakness. Look to risk/reward for stock and bonds for opportunities and be mindful of the threat of increasingly tighter conditions. 

]]> Artificial intelligence is here and a definite strength  Meanwhile, bad breadth pulls equity returns lower and is a weakness. Look to risk/reward for stock and bonds for opportunities and be mindful of the threat of increasingly tighter conditions. 

]]> Mon, 30 Oct 2023 07:00:00 -0500 Annex Wealth Management Annex Wealth Management 1331 Artificial intelligence is here and a definite strength  Meanwhile, bad breadth pulls equity returns lower and is a weakness. Look to risk/reward for stock and bonds for opportunities and be mindful of the threat of increasingly tighter conditions. 

]]> Financial planning. Stock Market. SWOT. No 74 74 Time for a Powell pause? full d3adf76d-8274-4168-888e-c19b0192a2f5 https://share.transistor.fm/s/89fb0af4 The consumer is like the Energizer Bunny...but bonds shouldn't be this nerve wracking. On the other side, if you can hold them, bonds might be an opportunity. Watch for a rally before reality, because reality eventually bites. 

]]> The consumer is like the Energizer Bunny...but bonds shouldn't be this nerve wracking. On the other side, if you can hold them, bonds might be an opportunity. Watch for a rally before reality, because reality eventually bites. 

]]> Mon, 23 Oct 2023 07:00:00 -0500 Annex Wealth Management Annex Wealth Management 1179 The consumer is like the Energizer Bunny...but bonds shouldn't be this nerve wracking. On the other side, if you can hold them, bonds might be an opportunity. Watch for a rally before reality, because reality eventually bites. 

]]> Financial planning. Stock Market. SWOT. No 73 73 A busy week for economic data. Plus, a threat to the munchies. full 0a0f2f70-410c-4ad5-92f2-360ab78cc363 https://share.transistor.fm/s/ca0f0c34 Classic defensives did their work while the consumer might be starting to crack. Opportunity might exist by looking at what hasn't worked while the Fed could be late to the game....again. 

]]> Classic defensives did their work while the consumer might be starting to crack. Opportunity might exist by looking at what hasn't worked while the Fed could be late to the game....again. 

]]> Mon, 16 Oct 2023 07:00:00 -0500 Annex Wealth Management Annex Wealth Management 1150 Classic defensives did their work while the consumer might be starting to crack. Opportunity might exist by looking at what hasn't worked while the Fed could be late to the game....again. 

]]> Financial planning. Stock Market. SWOT. No 72 72 Does Jawboning Still Work? full d9ac999c-a268-4db7-80d4-cf102fb9129e https://share.transistor.fm/s/ebbab1a1 This week will yield plenty of data for experts to inspect. As inflation starts to diminish, Powell may have painted himself into a corner given some of his statements. And given today’s mass/micromedia – is jawboning still an effective tool when it comes to the economy?

]]> This week will yield plenty of data for experts to inspect. As inflation starts to diminish, Powell may have painted himself into a corner given some of his statements. And given today’s mass/micromedia – is jawboning still an effective tool when it comes to the economy?

]]> Mon, 09 Oct 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1208 This week will yield plenty of data for experts to inspect. As inflation starts to diminish, Powell may have painted himself into a corner given some of his statements. And given today’s mass/micromedia – is jawboning still an effective tool when it comes to the economy?

]]> Financial planning. Stock Market. SWOT. No 71 71 A bit of a lost year for bonds full f41769de-ab96-44d4-b2eb-c69830ced461 https://share.transistor.fm/s/a35043ed Energy and employment are strengths while yield sensitive assets remain weak. There are opportunities via reasonable valuations and increased bond yields but risk premiums and tight bond spreads pose threats. 

]]> Energy and employment are strengths while yield sensitive assets remain weak. There are opportunities via reasonable valuations and increased bond yields but risk premiums and tight bond spreads pose threats. 

]]> Mon, 02 Oct 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 970 Energy and employment are strengths while yield sensitive assets remain weak. There are opportunities via reasonable valuations and increased bond yields but risk premiums and tight bond spreads pose threats. 

]]> Financial planning. Stock Market. SWOT. No 70 70 Quality. An often-used term, but what does it mean? full 07132754-304a-4a81-9d6c-7d046a54c65c https://share.transistor.fm/s/5c43dac5 This quarter, defense has been the best defense. Weakness exists with yields up but everything else down. Opportunities exist to lock in rates and hedge against inflation.  Threats include prices the new marginal buyer of Treasurys is going to pay. 

]]> This quarter, defense has been the best defense. Weakness exists with yields up but everything else down. Opportunities exist to lock in rates and hedge against inflation.  Threats include prices the new marginal buyer of Treasurys is going to pay. 

]]> Mon, 25 Sep 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1184 This quarter, defense has been the best defense. Weakness exists with yields up but everything else down. Opportunities exist to lock in rates and hedge against inflation.  Threats include prices the new marginal buyer of Treasurys is going to pay. 

]]> Financial planning. Stock Market. SWOT. No 69 69 Too much worry over this week's Fed meeting? full e6f362c4-1f01-4564-bb19-500b0547f5a7 https://share.transistor.fm/s/fdc29d4b Defensive rotation is a strength while elevated mortgage rates pose a threat. There are opportunities in China and emerging markets but a floor under inflation remains a threat. 

]]> Defensive rotation is a strength while elevated mortgage rates pose a threat. There are opportunities in China and emerging markets but a floor under inflation remains a threat. 

]]> Mon, 18 Sep 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1147 Defensive rotation is a strength while elevated mortgage rates pose a threat. There are opportunities in China and emerging markets but a floor under inflation remains a threat. 

]]> Financial planning. Stock Market. SWOT. No 68 68 China shows up twice full db13a0a6-f1b9-4206-9536-ddac28dfe0f2 https://share.transistor.fm/s/520cb24d Strength in high yield while Chinese governance is a weakness. Opportunities exist when real dates go down but fiscal policy and Chinese bans post threats. 

]]> Strength in high yield while Chinese governance is a weakness. Opportunities exist when real dates go down but fiscal policy and Chinese bans post threats. 

]]> Mon, 11 Sep 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1299 Strength in high yield while Chinese governance is a weakness. Opportunities exist when real dates go down but fiscal policy and Chinese bans post threats. 

]]> Financial planning. Stock Market. SWOT. No 67 67 Potential pain for consumers? full 7bf7a2fa-5363-4d32-ab99-b0c0280668eb https://share.transistor.fm/s/fd107d4e Government spending on infrastructure set to ramp up but potential pain ahead for consumers. While markets look to be turning up and it's time to get selective, rising energy prices are inbound. 

]]> Government spending on infrastructure set to ramp up but potential pain ahead for consumers. While markets look to be turning up and it's time to get selective, rising energy prices are inbound. 

]]> Mon, 04 Sep 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1224 Government spending on infrastructure set to ramp up but potential pain ahead for consumers. While markets look to be turning up and it's time to get selective, rising energy prices are inbound. 

]]> Financial planning. Stock Market. SWOT. No 66 66 The fear factor full 7d40ff6e-1c25-4a55-8ae7-32e8b157a9d5 https://share.transistor.fm/s/b7ab1338 New home sales and consumer confidence are strong, but the cost of funding is a weakness. Look for opportunity at the intersection of value and quality but be mindful of the threat of the risk of a double-dip earnings recession. 

]]> New home sales and consumer confidence are strong, but the cost of funding is a weakness. Look for opportunity at the intersection of value and quality but be mindful of the threat of the risk of a double-dip earnings recession. 

]]> Mon, 28 Aug 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1223 New home sales and consumer confidence are strong, but the cost of funding is a weakness. Look for opportunity at the intersection of value and quality but be mindful of the threat of the risk of a double-dip earnings recession. 

]]> Financial planning. Stock Market. SWOT. No 65 65 The China contagion? full 3ff08a28-d8bf-4f50-85cc-4bc5d9f2df03 https://share.transistor.fm/s/2e71daae Solid portfolio construction manages volatility while the problems with China's economy have the potential to spread wider. Opportunities exist via active management while threats include the effect of quantitative tightening. 

]]> Solid portfolio construction manages volatility while the problems with China's economy have the potential to spread wider. Opportunities exist via active management while threats include the effect of quantitative tightening. 

]]> Mon, 21 Aug 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1246 Solid portfolio construction manages volatility while the problems with China's economy have the potential to spread wider. Opportunities exist via active management while threats include the effect of quantitative tightening. 

]]> Financial planning. Stock Market. SWOT. No 64 64 Consumer Sentiment Up, But Volatility Looms full c2b0adc7-f283-4fff-a8a1-7f1930368468 https://share.transistor.fm/s/5dd38bec Both consumer and small business sentiment are up, but earnings volatility may contribute to an overall volatile future. Opportunities may lie in value and energy, but some fear a change in the equity markets. 

]]> Both consumer and small business sentiment are up, but earnings volatility may contribute to an overall volatile future. Opportunities may lie in value and energy, but some fear a change in the equity markets. 

]]> Mon, 14 Aug 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1046 Both consumer and small business sentiment are up, but earnings volatility may contribute to an overall volatile future. Opportunities may lie in value and energy, but some fear a change in the equity markets. 

]]> Financial planning. Stock Market. SWOT. No 63 63 Deficits consistent with a recession, not an expansion full c6613ea9-1cf2-494a-a5e3-ff951fc73660 https://share.transistor.fm/s/a1c16800 Economic growth still supportive but concern over big debts and deficits. Short bonds and multinationals vs unanchoring of inflation expectations.

]]> Economic growth still supportive but concern over big debts and deficits. Short bonds and multinationals vs unanchoring of inflation expectations.

]]> Mon, 07 Aug 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1460 Economic growth still supportive but concern over big debts and deficits. Short bonds and multinationals vs unanchoring of inflation expectations.

]]> Financial planning. Stock Market. SWOT. No 62 62 Parts of the consumer base are starting to suffer full 2c4f4b6d-766f-4cf2-97ba-761898fc4d68 https://share.transistor.fm/s/c0b51ae3 The economy continues to power ahead while the bond market is dealing with returns vs. expectations. Are there opportunities to add duration and within commodities? Credit is tightening which is affecting some consumers. 

]]> The economy continues to power ahead while the bond market is dealing with returns vs. expectations. Are there opportunities to add duration and within commodities? Credit is tightening which is affecting some consumers. 

]]> Mon, 31 Jul 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 937 The economy continues to power ahead while the bond market is dealing with returns vs. expectations. Are there opportunities to add duration and within commodities? Credit is tightening which is affecting some consumers. 

]]> Financial planning. Stock Market. SWOT. No 61 61 Special Episode: Focus on agriculture and commodities. full 6e8a27fc-5873-4e2d-882a-a926648db398 https://share.transistor.fm/s/110a9771 Jason Moss, Senior Marketing Consultant at Brock Associates, joins Todd Voit and Jason Cooper to discuss agriculture and commodities. 

]]> Jason Moss, Senior Marketing Consultant at Brock Associates, joins Todd Voit and Jason Cooper to discuss agriculture and commodities. 

]]> Mon, 24 Jul 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1082 Jason Moss, Senior Marketing Consultant at Brock Associates, joins Todd Voit and Jason Cooper to discuss agriculture and commodities. 

]]> Financial planning. Stock Market. SWOT. No 60 60 Where consumers are cutting back. What might that tell us? full 57e8b2ec-5ff7-425c-a61e-7b11c4bdb360 https://share.transistor.fm/s/0374af14 Better than expected inflation numbers meet a dollar in a downtrend. There might be opportunities to lock in longer term yields but poor regulations might introduced financial instability.  Bonus tip: don't go to Costco with Brian Jacobsen. 

]]> Better than expected inflation numbers meet a dollar in a downtrend. There might be opportunities to lock in longer term yields but poor regulations might introduced financial instability.  Bonus tip: don't go to Costco with Brian Jacobsen. 

]]> Mon, 17 Jul 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1013 Better than expected inflation numbers meet a dollar in a downtrend. There might be opportunities to lock in longer term yields but poor regulations might introduced financial instability.  Bonus tip: don't go to Costco with Brian Jacobsen. 

]]> Financial planning. Stock Market. SWOT. No 59 59 Choose your own fiscal policy adventure. full 927db25e-2c26-448e-bdbf-e5b344dc4d3f https://share.transistor.fm/s/961b1de5 The economy is accelerating but monetary policy is tightening. There are opportunities in niche asset classes, but fiscal policy is setting up a choose-your-own-adventure threat .

]]> The economy is accelerating but monetary policy is tightening. There are opportunities in niche asset classes, but fiscal policy is setting up a choose-your-own-adventure threat .

]]> Mon, 10 Jul 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1089 The economy is accelerating but monetary policy is tightening. There are opportunities in niche asset classes, but fiscal policy is setting up a choose-your-own-adventure threat .

]]> Financial planning. Stock Market. SWOT. No 58 58 Portfolio positioning in divergent markets full b8612c5e-8ef3-41af-94f4-5e12a4c780a1 https://share.transistor.fm/s/dd4893af Equities are strong, especially large cap growth. Watch for weakness in small to midsize banks with the potential of further rate hikes. There is an opportunity for yields with cash management while divergent central banks pose a threat.  

]]> Equities are strong, especially large cap growth. Watch for weakness in small to midsize banks with the potential of further rate hikes. There is an opportunity for yields with cash management while divergent central banks pose a threat.  

]]> Mon, 03 Jul 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 912 Equities are strong, especially large cap growth. Watch for weakness in small to midsize banks with the potential of further rate hikes. There is an opportunity for yields with cash management while divergent central banks pose a threat.  

]]> Financial planning. Stock Market. SWOT. No 57 57 How does the 3-day Russian 'mutiny' present opportunity? full 377b236b-4122-438c-a8b9-f0d47b75e389 https://share.transistor.fm/s/f06400e1 Global unemployment is the lowest in decades while US productivity plunges amidst rising wage rates. Options are cheap for those worried about current conditions while the potential for pain with low quality companies and deteriorating earnings is a threat.

]]> Global unemployment is the lowest in decades while US productivity plunges amidst rising wage rates. Options are cheap for those worried about current conditions while the potential for pain with low quality companies and deteriorating earnings is a threat.

]]> Mon, 26 Jun 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 862 Global unemployment is the lowest in decades while US productivity plunges amidst rising wage rates. Options are cheap for those worried about current conditions while the potential for pain with low quality companies and deteriorating earnings is a threat.

]]> Financial planning. Stock Market. SWOT. No 56 56 Is divergence about to snap shut like alligator jaws? full 2257d1cc-5eb0-49c3-b3e1-a4a3a603f0d6 https://share.transistor.fm/s/536273bb AI is leading to a broadening of the market while lending conditions have gotten tighter. Is there an opportunity in down capitalization names and what is the threat to economic growth taking a lead from credit conditions?

]]> AI is leading to a broadening of the market while lending conditions have gotten tighter. Is there an opportunity in down capitalization names and what is the threat to economic growth taking a lead from credit conditions?

]]> Mon, 19 Jun 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 839 AI is leading to a broadening of the market while lending conditions have gotten tighter. Is there an opportunity in down capitalization names and what is the threat to economic growth taking a lead from credit conditions?

]]> Financial planning. Stock Market. SWOT. No 55 55 Monday, June 12th. The consumer becomes the weakness. full 34033691-dd3e-4e04-88f1-fe6fecd47458 https://share.transistor.fm/s/1cbf25f0 Diversification is not a buzzword--it's a strength. Meanwhile, consumer fragility emerges as a weakness while cash on the sidelines presents an opportunity. Beware of the threat of chasing momentum.

]]> Diversification is not a buzzword--it's a strength. Meanwhile, consumer fragility emerges as a weakness while cash on the sidelines presents an opportunity. Beware of the threat of chasing momentum.

]]> Mon, 12 Jun 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 865 Diversification is not a buzzword--it's a strength. Meanwhile, consumer fragility emerges as a weakness while cash on the sidelines presents an opportunity. Beware of the threat of chasing momentum.

]]> Financial planning. Stock Market. SWOT. No 54 54 Monday, June 5th. Rate hikes finally starting to work inside the economy. full efa8250c-9c63-45a3-a477-a27548f63ae1 https://share.transistor.fm/s/f7134d4c The US labor market continues to be strong while Chinese economic activity has been quite weak. Are there opportunities with weakness prices in? Are AI expectations a threat if they're not tamed? 

]]> The US labor market continues to be strong while Chinese economic activity has been quite weak. Are there opportunities with weakness prices in? Are AI expectations a threat if they're not tamed? 

]]> Mon, 05 Jun 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1335 The US labor market continues to be strong while Chinese economic activity has been quite weak. Are there opportunities with weakness prices in? Are AI expectations a threat if they're not tamed? 

]]> Financial planning. Stock Market. SWOT. No 53 53 Tuesday, May 30th. Focus on AI. Exuberance vs Truth? full 080fac16-378c-40b0-bdbe-be54f1b2fd7a https://share.transistor.fm/s/ab267823 Strength this week is the debt deal, but it also shows up as a weakness depending on Congressional reaction . As an opportunity, it's clear that AI amplifies creativity. 

]]> Strength this week is the debt deal, but it also shows up as a weakness depending on Congressional reaction . As an opportunity, it's clear that AI amplifies creativity. 

]]> Tue, 30 May 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1077 Strength this week is the debt deal, but it also shows up as a weakness depending on Congressional reaction . As an opportunity, it's clear that AI amplifies creativity. 

]]> Financial planning. Stock Market. SWOT. No 52 52 Monday, May 22nd. The magnitude of a potential correction could be sizable. full ffdf434b-bc6e-432c-8f16-cb3541b05bae https://share.transistor.fm/s/096f483c The debt ceiling debate sits as both a strength and a threat this week. Weaker breadth and potential stickier inflation is a weakness while companies with strong balance sheets are opportunities. 

]]> The debt ceiling debate sits as both a strength and a threat this week. Weaker breadth and potential stickier inflation is a weakness while companies with strong balance sheets are opportunities. 

]]> Mon, 22 May 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 946 The debt ceiling debate sits as both a strength and a threat this week. Weaker breadth and potential stickier inflation is a weakness while companies with strong balance sheets are opportunities. 

]]> Financial planning. Stock Market. SWOT. No 51 51 Monday, May 15th. Blending weakness into opportunity. full 1f3fb5d3-43fe-4cc7-bd51-945b3275a28e https://share.transistor.fm/s/c5c8c61f Strength internationally but commodities continue to languish. Getting 'paid to wait' is an opportunity but inflation expectations remain a threat. 

]]> Strength internationally but commodities continue to languish. Getting 'paid to wait' is an opportunity but inflation expectations remain a threat. 

]]> Mon, 15 May 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1074 Strength internationally but commodities continue to languish. Getting 'paid to wait' is an opportunity but inflation expectations remain a threat. 

]]> Financial planning. Stock Market. SWOT. No 50 50 Monday, May 8th. 50th Episode Special w/guest Gibson Smith of Smith Capital Investors full 58a33415-0b70-4fdb-b265-9ed79ece66b0 https://share.transistor.fm/s/ab2b19e7 Blaine Disrud and Trevor Nargis welcome guest Gibson Smith of Smith Capital Investors for a 50th Episode special. Strengths include interest rates and returns available in the bond market while tightening money policy, regional bank problems, and tighter credit pose weaknesses. For opportunities, bonds are back while future inflation is a threat.  

]]> Blaine Disrud and Trevor Nargis welcome guest Gibson Smith of Smith Capital Investors for a 50th Episode special. Strengths include interest rates and returns available in the bond market while tightening money policy, regional bank problems, and tighter credit pose weaknesses. For opportunities, bonds are back while future inflation is a threat.  

]]> Mon, 08 May 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1752 Blaine Disrud and Trevor Nargis welcome guest Gibson Smith of Smith Capital Investors for a 50th Episode special. Strengths include interest rates and returns available in the bond market while tightening money policy, regional bank problems, and tighter credit pose weaknesses. For opportunities, bonds are back while future inflation is a threat.  

]]> Financial planning. Stock Market. SWOT. No 49 49 Monday, May 1st. It's almost like we have two economies... full d912bade-c842-49e2-8605-820c7c8c749f https://share.transistor.fm/s/811a1468 Big tech earnings propel strength this week while market breadth leads the weakness. Yields and quality are an opportunity while the debt ceiling continues to be a threat. 

]]> Big tech earnings propel strength this week while market breadth leads the weakness. Yields and quality are an opportunity while the debt ceiling continues to be a threat. 

]]> Mon, 01 May 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 926 Big tech earnings propel strength this week while market breadth leads the weakness. Yields and quality are an opportunity while the debt ceiling continues to be a threat. 

]]> Financial planning. Stock Market. SWOT. No 48 48 Monday, April 24th. Is the US Dollar losing its dominance? full 5506eeab-d511-4c0f-99a1-9009561943d9 https://share.transistor.fm/s/48a6d1e7 China's recovery leads strengths while economic indicators are deteriorating. There are opportunities both overseas and in certain sectors while continued tightening remains a threat. 

]]> China's recovery leads strengths while economic indicators are deteriorating. There are opportunities both overseas and in certain sectors while continued tightening remains a threat. 

]]> Mon, 24 Apr 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 962 China's recovery leads strengths while economic indicators are deteriorating. There are opportunities both overseas and in certain sectors while continued tightening remains a threat. 

]]> Financial planning. Stock Market. SWOT. No 47 47 Monday, April 17th. Bank concern creates market fear and angst. full a3293c0c-cc3e-42f8-aaec-7d3e2546c82e https://share.transistor.fm/s/03ca5f6c Long duration asset strength and consumption weakness. Volatility presents an opportunity while threats emerge in the job market. 

]]> Long duration asset strength and consumption weakness. Volatility presents an opportunity while threats emerge in the job market. 

]]> Mon, 17 Apr 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1244 Long duration asset strength and consumption weakness. Volatility presents an opportunity while threats emerge in the job market. 

]]> Financial planning. Stock Market. SWOT. No 46 46 Monday, April 10th. Cash on the sidelines presents an opportunity. full b2e8a023-297c-4038-8b49-bd8cc01443c1 https://share.transistor.fm/s/2e45b2d5 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. 

]]> 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. 

]]> Mon, 10 Apr 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 999 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. 

]]> Financial planning. Stock Market. SWOT. No 45 45 Monday, April 3rd. The pause and the pivot. full 98669e49-4db3-46df-8da1-82fb9afd76df https://share.transistor.fm/s/5042ddcd 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.

]]> 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.

]]> Mon, 03 Apr 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 884 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.

]]> Financial planning. Stock Market. SWOT. No 44 44 Monday, March 27. Markets and Fed playing chicken. Again. full 53155b12-3b47-4a06-bb98-8b4041846166 https://share.transistor.fm/s/b4574ea7 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. 

]]> 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. 

]]> Mon, 27 Mar 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1317 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. 

]]> Financial planning. Stock Market. SWOT. No 43 43 Monday, March 20th. 'A weeding out of the weak'. full 7ba59b85-be1a-4a58-9419-61acf8bcbc35 https://share.transistor.fm/s/3eeb7e32 Resilience in equity markets meets weakness in credit and commodities. There are opportunities in large banks while potential exists for contagion and stagflation. 

]]> Resilience in equity markets meets weakness in credit and commodities. There are opportunities in large banks while potential exists for contagion and stagflation. 

]]> Mon, 20 Mar 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 861 Resilience in equity markets meets weakness in credit and commodities. There are opportunities in large banks while potential exists for contagion and stagflation. 

]]> Financial planning. Stock Market. SWOT. No 42 42 Monday, March 13th. A BIG week meets the SVB factor full 803c05ce-018c-41e4-9a67-35eb5f9c4a3f https://share.transistor.fm/s/9410cb55 The continued strength of inflation, valuations continue to be high while the equity risk premium stays low. The decline in interest rates meets continued Central Bank tightening. 

]]> The continued strength of inflation, valuations continue to be high while the equity risk premium stays low. The decline in interest rates meets continued Central Bank tightening. 

]]> Mon, 13 Mar 2023 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1288 The continued strength of inflation, valuations continue to be high while the equity risk premium stays low. The decline in interest rates meets continued Central Bank tightening. 

]]> Financial planning. Stock Market. SWOT. No 41 41 Monday, March 6th. Margin pressure--both a weakness and an opportunity. full 791be079-1454-454a-8aad-e2c8bca8ccc4 https://share.transistor.fm/s/d15ce833 Business and consumers locked in low rates on their debt. The mortgage market remains tough. AI and its potential aid to productivity. And the Fed's guidance might not be as effective on a go-forward basis. 

]]> Business and consumers locked in low rates on their debt. The mortgage market remains tough. AI and its potential aid to productivity. And the Fed's guidance might not be as effective on a go-forward basis. 

]]> Mon, 06 Mar 2023 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 988 Business and consumers locked in low rates on their debt. The mortgage market remains tough. AI and its potential aid to productivity. And the Fed's guidance might not be as effective on a go-forward basis. 

]]> Financial planning. Stock Market. SWOT. No 40 40 Monday, February 27th. A signal at the wrong time. full de35821d-f1d6-4b66-aed1-9df0c37ae995 https://share.transistor.fm/s/32ad9dcd Consumer strength continues to be a strength--but not what the Fed wants to see. Further rate hikes are a certainty and the market is pricing them in. What is AI's impact for potential productivity gains?  And what does the continued slowdown in growth mean down the road?

]]> Consumer strength continues to be a strength--but not what the Fed wants to see. Further rate hikes are a certainty and the market is pricing them in. What is AI's impact for potential productivity gains?  And what does the continued slowdown in growth mean down the road?

]]> Mon, 27 Feb 2023 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 1039 Consumer strength continues to be a strength--but not what the Fed wants to see. Further rate hikes are a certainty and the market is pricing them in. What is AI's impact for potential productivity gains?  And what does the continued slowdown in growth mean down the road?

]]> Financial planning. Stock Market. SWOT. No 39 39 Monday, February 20th. It still pays to be defensive full e66ef6a3-0b63-4fdd-a9e2-32e8ce8b4b18 https://share.transistor.fm/s/a5ed52cf US markets closed for President's Day--but we're still here talking about the economy and inflation. Might the market misplace inflation coming down? Does it make sense to play defense? And why is opportunity cost a threat? 

]]> US markets closed for President's Day--but we're still here talking about the economy and inflation. Might the market misplace inflation coming down? Does it make sense to play defense? And why is opportunity cost a threat? 

]]> Mon, 20 Feb 2023 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 1071 US markets closed for President's Day--but we're still here talking about the economy and inflation. Might the market misplace inflation coming down? Does it make sense to play defense? And why is opportunity cost a threat? 

]]> Financial planning. Stock Market. SWOT. No 38 38 Monday, February 13th. Financial conditions have eased...for now. full 50cac05e-7a15-4365-bcfc-1823f1e83828 https://share.transistor.fm/s/433df9d7 Financial conditions have changed for now, but the inverted yield curve shows up twice: as a weakness and a threat. Fixed icome continues to be very attractive. 

]]> Financial conditions have changed for now, but the inverted yield curve shows up twice: as a weakness and a threat. Fixed icome continues to be very attractive. 

]]> Mon, 13 Feb 2023 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 1129 Financial conditions have changed for now, but the inverted yield curve shows up twice: as a weakness and a threat. Fixed icome continues to be very attractive. 

]]> Financial planning. Stock Market. SWOT. No 37 37 Monday, February 6. Labor numbers and January markets. full 3935df9b-df5c-43a5-b8bf-6d682f1eadd8 https://share.transistor.fm/s/8940a252 Labor continues to be strong while the dollar rallies. Options create opportunities and the debt ceiling issue isn't going away. 

]]> Labor continues to be strong while the dollar rallies. Options create opportunities and the debt ceiling issue isn't going away. 

]]> Mon, 06 Feb 2023 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 1026 Labor continues to be strong while the dollar rallies. Options create opportunities and the debt ceiling issue isn't going away. Labor continues to be strong while the dollar rallies. Options create opportunities and the debt ceiling issue isn't going away. Financial planning. Stock Market. SWOT. No 36 36 Monday, January 30th. 2022's losers are the winners so far this year full 8800cb1d-84e7-48eb-b735-34e2c19efb1a https://share.transistor.fm/s/410e0311 It's Fed week. Strength: 2022's losers are the winners so far this year. Weakness: Consumer credit is expanding. Opportunity: many areas are looking strong all at once. Threat: the Fed's action has been flowing through to consumers...and Washington. 

]]> It's Fed week. Strength: 2022's losers are the winners so far this year. Weakness: Consumer credit is expanding. Opportunity: many areas are looking strong all at once. Threat: the Fed's action has been flowing through to consumers...and Washington. 

]]> Mon, 30 Jan 2023 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 1073 2022's losers are the winners so far this year. Many areas are looking strong all at once. 2022's losers are the winners so far this year. Many areas are looking strong all at once. Financial planning. Stock Market. SWOT. No 35 35 Monday, January 23rd. "Congress Fiddling With The Debt Ceiling While Our Deficit Burns" full 1e48b760-3a31-4ccd-bc2a-32e9fabf8892 https://share.transistor.fm/s/6912e7c7 Mon, 23 Jan 2023 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 1242 More liquidity added to the system than you might have realized. The inverted yield curve continues to indicate a recession, but the markets may have already "baked it in." Annex Wealth Management's Todd Voit, Jason Cooper, and Jack DeRoche discuss More liquidity added to the system than you might have realized. The inverted yield curve continues to indicate a recession, but the markets may have already "baked it in." Annex Wealth Management's Todd Voit, Jason Cooper, and Jack DeRoche discuss financial planning, investments, the markets, swot podcast, annex wealth management No 34 34 Monday, January 16th. "They're playing chicken with the Fed." full bc8f91cd-b13b-46b7-a023-128560bf2408 https://share.transistor.fm/s/af7bb818 Mon, 16 Jan 2023 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 1033 Strength: the breadth of the market has been outperforming. Weakness: the consumer going forward and sales volume coming down. Opportunity: international and emerging market equities. Threat: slow growth as inflation comes down. Strength: the breadth of the market has been outperforming. Weakness: the consumer going forward and sales volume coming down. Opportunity: international and emerging market equities. Threat: slow growth as inflation comes down. Financial planning. Stock Market. SWOT. No 33 33 Monday, January 9th. Finding the floor. full 43987977-c069-4972-8110-e7adac173633 https://share.transistor.fm/s/3aef8d7b Mon, 09 Jan 2023 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 866 Strength: market recovery vs. economic situation. Weakness: leading economic indicators showing signs of contraction. Opportunity: a gradual increase towards equities this year. Threat: recession worse than expected. Strength: market recovery vs. economic situation. Weakness: leading economic indicators showing signs of contraction. Opportunity: a gradual increase towards equities this year. Threat: recession worse than expected. Financial planning. Stock Market. SWOT. No 32 32 Tuesday, January 3rd. 2022 review with a look ahead at '23. full e5106fa3-5e72-478e-85f7-53f28fd77d62 https://share.transistor.fm/s/2416f2a2 Tue, 03 Jan 2023 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 1294 Strengths include the Fed's resolve to tame inflation. One weakness is diversification; it was a bad year for balanced investors. 2023 will bring opportunity in small caps while unintended consequences of monetary policy and debt remain a threat. Strengths include the Fed's resolve to tame inflation. One weakness is diversification; it was a bad year for balanced investors. 2023 will bring opportunity in small caps while unintended consequences of monetary policy and debt remain a threat. Financial planning. Stock Market. SWOT. No 31 31 Tuesday, December 27th. Focus on the labor market. full 205ea913-ab84-4ca8-b2ee-7e9193f6af8a https://share.transistor.fm/s/01ff8310 Tue, 27 Dec 2022 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 1240 Anyone who wants a job can get one while economic growth is constrained by the labor market situation. Opportunities exist for companies that benefit from labor production enhancing techniques while a potential threat looms over a policy mistake. Anyone who wants a job can get one while economic growth is constrained by the labor market situation. Opportunities exist for companies that benefit from labor production enhancing techniques while a potential threat looms over a policy mistake. Financial planning. Stock Market. SWOT. No 30 30 Monday, December 19th. Is the Fed winning the fight against inflation? full 5769d5f0-6f28-4c92-b5d5-a27111f41524 https://share.transistor.fm/s/52129342 Mon, 19 Dec 2022 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 898 Is the Fed winning the fight against inflation? The all-important consumer's resolve might be dwindling. Diversification opportunities might exist outside the US. Is there a threat because of lag in Fed policy? Is the Fed winning the fight against inflation? The all-important consumer's resolve might be dwindling. Diversification opportunities might exist outside the US. Is there a threat because of lag in Fed policy? Financial planning. Stock Market. SWOT. No 29 29 Monday, December 12th. The difference between a 'correction' and a change in 'trend'. full 987e626d-d89c-4416-bdc6-4b1bba01e299 https://share.transistor.fm/s/4d86f0fb Mon, 12 Dec 2022 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 1004 Accelerated GDP growth...for now. A crisis of sentiment. Future returns of fixed income. The economy deteriorating in a recession. Accelerated GDP growth...for now. A crisis of sentiment. Future returns of fixed income. The economy deteriorating in a recession. Financial planning. Stock Market. SWOT. No 28 28 Monday, December 5th. What are inverted yield curves telling us? full 0f284360-f209-4838-8490-f13f330636a0 https://share.transistor.fm/s/fdf0a6df Mon, 05 Dec 2022 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 1046 Emerging markets, the historically deep inversion in the yield curve--and is everyone copying each other's investment homework? Emerging markets, the historically deep inversion in the yield curve--and is everyone copying each other's investment homework? Financial planning. Stock Market. SWOT. No 27 27 Monday, November 28th. The pause vs the pivot full d53bb6bb-6a08-4465-b904-5606503780af https://share.transistor.fm/s/201c3c2f Mon, 28 Nov 2022 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 1163 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. 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. Financial planning. Stock Market. SWOT. No 26 26 Monday, November 21st. Spending: good for now..... full bf15b57b-5819-4db5-9387-f6e0a2a0e3e7 https://share.transistor.fm/s/baba19a4 Mon, 21 Nov 2022 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 1029 This week: Market resilience, consumer spending, financial planning, and a still-hawkish Fed. This week: Market resilience, consumer spending, financial planning, and a still-hawkish Fed. Financial planning. Stock Market. SWOT. No 25 25 Monday, November 14th. Too early for market pricing assuming the end of a tightening cycle? full 32e3e952-e6ea-4f26-b082-594cfbfd90e6 https://share.transistor.fm/s/6e5dedbd Mon, 14 Nov 2022 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 805 We're seeing a broad based rally tied to inflation that is declining faster than expected. The threat associated with the dollar's decline. Opportunities in international equities and debt--and the threat of market pricing based on an expected end of a tightening cycle. We're seeing a broad based rally tied to inflation that is declining faster than expected. The threat associated with the dollar's decline. Opportunities in international equities and debt--and the threat of market pricing based on an expected end of a ti Financial planning. Stock Market. SWOT. No 24 24 Monday, November 7th. China as a strength AND a threat? full 555c1373-5a40-4017-850c-1c50610b1a3a https://share.transistor.fm/s/a7d340ae Mon, 07 Nov 2022 09:00:00 -0600 Annex Wealth Management Annex Wealth Management 783 This week's episode tackles how can China appears as both a strength and a weakness. Blaine Disrud and Jason Cooper discuss. Plus, the default risk of floating rate bonds and how midterm elections might shuffle the deck. This week's episode tackles how can China appears as both a strength and a weakness. Blaine Disrud and Jason Cooper discuss. Plus, the default risk of floating rate bonds and how midterm elections might shuffle the deck. Financial planning. Stock Market. SWOT. No 23 23 Monday, October 31st. Winter is coming. full 380f0170-05c5-42a8-82c4-c4e9976d2daf https://share.transistor.fm/s/6bedd7fa Mon, 31 Oct 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1035 Active management flexes, continued year-long weakness, potential for additional cash, and the Strategic Petroleum Reserve at a 40 year low. Active management flexes, continued year-long weakness, potential for additional cash, and the Strategic Petroleum Reserve at a 40 year low. Financial planning. Stock Market. SWOT. No 22 22 Monday, October 24th. Time for patience? full a9b20991-ac7a-4242-aa2b-cd53678bab78 https://share.transistor.fm/s/0351a552 Mon, 24 Oct 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 975 Closer to the END of Fed tightening than the beginning, weakness in the economy on the way to '23, opportunities with attractive valuations emerging, and the the threat of "the China situation". Closer to the END of Fed tightening than the beginning, weakness in the economy on the way to '23, opportunities with attractive valuations emerging, and the the threat of "the China situation". Financial planning. Stock Market. SWOT. No 21 21 Monday, October 17th. Last week: Hot CPI. This week, key earnings. full 266a93cc-56d2-4acd-a474-15166687dbbd https://share.transistor.fm/s/c91d0ab3 Mon, 17 Oct 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 985 The peak inflation narrative, economic data likely getting worse, working around a bottom, and the potential for a leg lower in the markets. Blaine Disrud and Trevor Nargis present this week's episode. The peak inflation narrative, economic data likely getting worse, working around a bottom, and the potential for a leg lower in the markets. Blaine Disrud and Trevor Nargis present this week's episode. Financial planning. Stock Market. SWOT. No 20 20 Monday, October 10th. No surprise, matching weaknesses and threats. full 0d01e078-6265-4f20-af06-cb3976f32e1a https://share.transistor.fm/s/0be80ace Mon, 10 Oct 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1074 Seasonality favors a market rally while economic growth deceleration is a weakness. Small caps present an opportunity while Fed tightening remains a threat. Seasonality favors a market rally while economic growth deceleration is a weakness. Small caps present an opportunity while Fed tightening remains a threat. Financial planning. Stock Market. SWOT. No 19 19 Monday, October 3rd. Hello, Q4. It's been an interesting year. full 11b54d90-92fd-485a-8f08-39f666abcc15 https://share.transistor.fm/s/f4b77706 Mon, 03 Oct 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 868 Bond yields, the dollar's strength impact on earnings, valuation in the small cap space, and the Fed's hawkish stance. Bond yields, the dollar's strength impact on earnings, valuation in the small cap space, and the Fed's hawkish stance. Financial planning. Stock Market. SWOT. No 18 18 Monday, September 26th. The opportunity for active management. full 3b475587-e2bc-4596-ad2e-c5f7d271c751 https://share.transistor.fm/s/48a88627 Mon, 26 Sep 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 750 Natural resources and the labor market, the strength of the dollar, emerging markets, and political instability sharpen the focus on the importance of active management. Natural resources and the labor market, the strength of the dollar, emerging markets, and political instability sharpen the focus on the importance of active management. Financial planning. Stock Market. SWOT. No 17 17 Monday, September 19th. The Fed has more work to do. full d35e9c36-fbd6-4c56-8f54-fbd93e5e7756 https://share.transistor.fm/s/d784d7d0 Mon, 19 Sep 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 860 While the consumer still spends, the yield curve inverts. Fixed income becomes more attractive while the Fed fights to reduce demand to combat inflation. While the consumer still spends, the yield curve inverts. Fixed income becomes more attractive while the Fed fights to reduce demand to combat inflation. Financial planning. Stock Market. SWOT. No 16 16 Monday, September 12th. Threats and weakness from Europe. full 920cd72e-4121-4d1f-a2c3-f51c62743f81 https://share.transistor.fm/s/6d0b7d05 Mon, 12 Sep 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 780 The market is resilient, yet foreign oil could produce a European energy crisis. The market is resilient, yet foreign oil could produce a European energy crisis. Financial planning. Stock Market. SWOT. No 15 15 Tuesday, September 6th. When the punchbowl is taken away too soon. full be9b95b8-7581-46d1-9c4e-7a5bc826a920 https://share.transistor.fm/s/8f739c29 Tue, 06 Sep 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 663 Strong labor market, a hawkish Fed, small cap opportunities and quantitative easing. Strong labor market, a hawkish Fed, small cap opportunities and quantitative easing. Financial planning. Stock Market. SWOT. No 14 14 Monday, August 29th. full 032cd910-c637-4949-8a37-feece6c409be https://share.transistor.fm/s/aab2f1db Mon, 29 Aug 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 802 Current low unemployment meets potentially fewer job openings. Current low unemployment meets potentially fewer job openings. Financial planning. Stock Market. SWOT. No 13 13 Monday, August 22nd. full 881ff820-fe81-4a7e-a628-ee46f496ed96 https://share.transistor.fm/s/9a39a65d Mon, 22 Aug 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 786 Blaine Disrud and Trevor Nargis dig in with a special focus on fixed income; current debt structures, inversion of the yield curve, and positive real yields. Blaine Disrud and Trevor Nargis dig in with a special focus on fixed income; current debt structures, inversion of the yield curve, and positive real yields. Financial planning. Stock Market. SWOT. No 12 12 Monday, August 15th. full b37bd191-8f08-468b-b64d-826509581a00 https://share.transistor.fm/s/87b870ee Mon, 15 Aug 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 826 For the first time in weeks, inflows are higher, indicating some investors are optimistic about the future. Is this trend based on history, data, or emotion? Annex Wealth Management's Trevor Nargis and Blaine Disrud explain, and discuss headwinds the markets and investors face going into the week. For the first time in weeks, inflows are higher, indicating some investors are optimistic about the future. Is this trend based on history, data, or emotion? Annex Wealth Management's Trevor Nargis and Blaine Disrud explain, and discuss headwinds the mark Investment, Stock Markets, Economy, Financial, Financial podcast No 11 11 Monday, August 8th. full 92b3026e-67f3-4b59-9a88-066cfc90d2f4 https://share.transistor.fm/s/0d2aa913 The labor market, slowing growth, mega cap tech, and the Fed reversing course too soon. 

]]> The labor market, slowing growth, mega cap tech, and the Fed reversing course too soon. 

]]> Mon, 08 Aug 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 1046 What about those bonds? The labor market, slowing growth, mega cap tech, and the Fed reversing course too soon. What about those bonds? The labor market, slowing growth, mega cap tech, and the Fed reversing course too soon. Financial planning. Stock Market. SWOT. No 10 10 Monday, August 1st. full b87924f7-bff6-4c08-93d1-d84cc8761e3c https://share.transistor.fm/s/c204f9ab Mon, 01 Aug 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 629 Are we in a recession? Trevor Nargis and Blaine Disrud discuss the labor market, slowing economic activity, cash on the sidelines, and recessionary conditions materializing. Are we in a recession? Trevor Nargis and Blaine Disrud discuss the labor market, slowing economic activity, cash on the sidelines, and recessionary conditions materializing. Financial planning. Stock Market. SWOT. No 9 9 Monday, July 25th. full 6715f121-0ac5-4633-9a44-bbb3d30f5d3d https://share.transistor.fm/s/f56b5f6d Mon, 25 Jul 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 729 BIG week of earnings. Price action, the labor market, pessimism, and a U-shaped recovery. Ahead of a huge week of earnings, members of the Investment Committee share their thoughts. BIG week of earnings. Price action, the labor market, pessimism, and a U-shaped recovery. Ahead of a huge week of earnings, members of the Investment Committee share their thoughts. Financial planning. Stock Market. SWOT. No 8 8 Monday, July 18th. full c804ba2f-baf0-48b3-93a4-c9f10ece7862 https://share.transistor.fm/s/cc7ca838 Mon, 18 Jul 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 724 Today's episode focuses on housing: values, lending, homebuilder outlook, and affordability. Today's episode focuses on housing: values, lending, homebuilder outlook, and affordability. Financial planning. Stock Market. SWOT. No 7 7 Monday, July 11th. full 3c5a0a89-dc1f-4f78-832f-ca86f3ab1d4e https://share.transistor.fm/s/769c5306 Mon, 11 Jul 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 976 This week, a SWOT analysis of value and growth stocks in light of the first half of the year. This week, a SWOT analysis of value and growth stocks in light of the first half of the year. Financial planning. Stock Market. SWOT. No 6 6 Tuesday, July 5th. full 0ec4a783-10ec-4e9c-8593-c77e3e06d345 https://share.transistor.fm/s/a9fc3d52 Tue, 05 Jul 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 693 Off for the 4th, Trevor Nargis and Blaine Disrud join us for a 2nd-half-of-the-year SWOT podcast. Off for the 4th, Trevor Nargis and Blaine Disrud join us for a 2nd-half-of-the-year SWOT podcast. Financial planning. Stock Market. SWOT. No 5 5 Monday, June 27th. full 2c5b5712-da70-4016-97d7-feda3d2a161b https://share.transistor.fm/s/a35397c1 Mon, 27 Jun 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 810 Is a recession priced in? Cash on the balance sheet, earnings estimates, a recession priced-in and interest rates. Todd Voit, Trevor Nargis, and Blaine Disrud cover this week's Strengths, Opportunities, Weaknesses, and Threats. Is a recession priced in? Cash on the balance sheet, earnings estimates, a recession priced-in and interest rates. Todd Voit, Trevor Nargis, and Blaine Disrud cover this week's Strengths, Opportunities, Weaknesses, and Threats. Financial planning. Stock Market. SWOT. No 4 4 Monday, June 20th. full 3a0809e4-fc06-441d-8b77-b5b43d3695ce https://share.transistor.fm/s/a484d76a The market as a barometer. 

]]> The market as a barometer. 

]]> Mon, 20 Jun 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 590 The market as a barometer. 

]]> Financial planning. Stock Market. SWOT. No 3 3 Monday, June 6th. full 62abb0fb-38dc-44fa-a297-fd35dce38395 https://share.transistor.fm/s/d3931814 Mon, 06 Jun 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 664 A hawkish Fed? A hawkish Fed? Financial planning. Stock Market. SWOT. No 2 2 Tuesday, May 31st. full e2b2ea21-37b4-4ee4-8810-f4bfd5bbd755 https://share.transistor.fm/s/938fa6de Tue, 31 May 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 652 Are we seeing a temporary bottom? Are we seeing a temporary bottom? Financial planning. Stock Market. SWOT. No 1 1 Monday, May 23rd. full a92351a7-0d05-429a-8bc0-139ed49104fc https://share.transistor.fm/s/ad7573b0 description

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]]> Mon, 23 May 2022 09:00:00 -0500 Annex Wealth Management Annex Wealth Management 988 A quick history of selloffs. Todd Voit and Trevor Nargis of the Annex Wealth Management Investment Committee present our first SWOT podcast. A quick history of selloffs. Todd Voit and Trevor Nargis of the Annex Wealth Management Investment Committee present our first SWOT podcast. Financial planning. Stock Market. SWOT. No