Hosted by Derek Felske, Chief Investment Officer.By Annex Wealth Management

Hosted by Ken Bellinger, Research Analyst.By Annex Wealth Management

Hosted by Matt Morzy, Director of Research.By Annex Wealth Management

Hosted by Jason Cooper, Director of Equity Research.By Annex Wealth Management

Host by Brian Jacobsen, Chief Economist.By Annex Wealth Management

By Annex Wealth Management

Hosted by Ken Bellinger, Research Analyst.By Annex Wealth Management

Hosted by Jason Cooper, Director of Equity Research.By Annex Wealth Management

Hosted by Dr. Brian Jacobsen, Chief EconomistBy Annex Wealth Management

Hosted by Matt Morzy, Director of Research.By Annex Wealth Management

Hosted by Brian Jacobsen, Chief EconomistBy Annex Wealth Management

Hosted by Derek Felske, Chief Investment Officer.By Annex Wealth Management

Hosted by Jason Cooper, Director of Equity Research.By Annex Wealth Management

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

Hosted by Jason Cooper, Director of Equity Research, and Ken Bellinger, Research Analyst.By Annex Wealth Management

Joined by Derek Felske, Chief Investment Officer.By Annex Wealth Management

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.By Annex Wealth Management

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.By Annex Wealth Management

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.By Annex Wealth Management

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.By Annex Wealth Management

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.By Annex Wealth Management

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.By Annex Wealth Management

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.By Annex Wealth Management

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.By Annex Wealth Management

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

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

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.By Annex Wealth Management

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.By Annex Wealth Management

Special Guest: Brian Kersmanc - Portfolio Manager - GQG PartnersBy Annex Wealth Management

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.By Annex Wealth Management

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.By Annex Wealth Management

Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.By Annex Wealth Management

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

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.By Annex Wealth Management

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.By Annex Wealth Management

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.By Annex Wealth Management

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.By Annex Wealth Management

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.By Annex Wealth Management

By Annex Wealth Management

Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast.By Annex Wealth Management

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.By Annex Wealth Management

Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a Fed policy error.By Annex Wealth Management

Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed delay.By Annex Wealth Management

Strength: bonds diversified stocks. Weakness: the labor market. Opportunity: selective stock selection. Threat: bad news is now bad news.By Annex Wealth Management

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'?By Annex Wealth Management

Strength: The Fed's tone is changing Weakness: Tech wreck Opportunity: Ride the rotation Threat: Snowballing negative sentimentBy Annex Wealth Management

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.By Annex Wealth Management

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.By Annex Wealth Management

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.By Annex Wealth Management

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.By Annex Wealth Management