Daybreak with Anton
Episodes
Episodes of Daybreak
Mark All
Institutional investors have once again become headline driven. Institutional traders seem to base their daily trading strategy on Trump tweets panicking on this announcement or another. Most interesting is their little regard to actual econo
The stock market is currently selling off over concerns of pending tariffs, similar to the investor fears that led to the 2022 selloff. In 2022, investors sold stocks in anticipation of the Federal Reserve’s rate hike campaign to combat soaring
George Foreman affectionately known as “Big George” died this week on March 21 at the young age of 76. He has many accolades to be remembered by that include his boxing career, business successes, father, minister, and philanthropic causes. A
For the past week, major media outlets have opined on the stock market volatility speculating whether this is the beginning of a significant stock market selloff and if the US economy is entering a deep recession cycle like 2008 or 1929. Howev
Since December 6, 2024, the US stock market has been trading in a flat range up to February 19. However, the flat trading range weakened on January 27 when DeepSeek announced it had developed AI learning database using outdated Nvidia GPU for
The University of Michigan released on Friday their Surveys of Consumers reports. The February report indicated that consumers’ concerns are building after January’s index decline that has continued into February. From the February surveys, co
Investors entered 2025 with cautious optimism as stocks continued their strong rally, led by tech and AI. Despite a brief selloff in January, momentum remains positive, and new buying opportunities are emerging. Market corrections may be mo
The US economy continues to improve in many areas that would indicate continued positive momentum and continued growth. In this UPdate we will focus on the US Bureau of Labor Statistics Job Openings and Turnover (JOLTS) report and Institute fo
After two consecutive years of robust US stock market gains, investors are nervous about stock values and meeting high growth expectations, especially in the tech sector. For reference, the major indices’ two-year run has been tremendous with
We have mentioned in past UPdates the importance of monitoring the financial and sentiment of US consumers. The primary reason is American spending represents a whopping 67.9% of America’s Gross Domestic Product (GDP) otherwise known as gross
It may be just physiological, but I really enjoy January. Granted it’s just another 30-day period like any other month. But January is motivating to me because it’s the start of a new year to achieve new goals and experience new adventures.
The National Federation of Independent Businesses (NFIB) index has been well below its 50-year average of 98 as respondents report challenges with labor, costs, inflation, and government policies. The index has not been this low for as long as
My daughter loves to shop. In fact, her two love languages are shopping and someone paying for it. Apparently at least the shopping part is also a lot of people’s love language. Adobe Analytics reported that between November 1 to 24 that US
Late Friday afternoon on November 29, 2024, Anton and 61 others traveled from San Antonio to Reynosa, Mexico to volunteer for Strategic Alliance to build three houses for three related families all living in small shacks. Read in this issue hi
The housing market is facing challenges with plummeting sales and high mortgage rates, but rising new home construction and potential rate declines in 2025 could improve affordability. Homeownership remains a powerful wealth-building tool, offe
Looking back at Trump’s first term offers insights into potential market impacts of his second. In 2016, markets rallied after his election, while 2024 has seen sustained growth and investor confidence regardless of the outcome. Key sectors
I don’t know about you, but it seems costs for everything is getting crazy. My wife went to the grocery store and items that were $9 last week are $14 this week. You can’t tell me grocery store or supplier cost have jumped 56% in one week?!?
September retail sales increased 0.4% from August and the third consecutive month over month (MoM) it has increased. The 0.4% is substantially higher than August’s 0.1% monthly increase. Even though retail sales have increased six of the past
Prior to the outbreak of the coronavirus in 2020, we used to host multiple client and friend dinner events each year. Read in this issue about our dinner event this past September 27 with long time client and friend, retired Lieutenant Colonel
Today we have received a trove of economic reports that indicate that companies are still hiring and growing while it appears the economy is in a mild slow down cycle. This seems contradictory and begs the questions: Ø Why is the economy slo
The very low volume of existing home sales reported last week by the National Association of Realtors (NAR) would indicate the continued impact of current decades high mortgage interest rates. The NAR reported only 3.86K houses sold in August
The National Federation of Independent Business (NFIB) released its Small Business Optimism US Index today indicating it has decreased to 91.2 in August. This breaks the improving trend since dropping to a multi-year low in March. interested i
After a long Labor Day weekend, investors started the first trading day of September by selling. The reason floated out by the main media for the selloff is investors skittish about the S&P Global US Manufacturing Purchasing Manager’s Manufact
As we forecast in June, the US stock market to enter a period of weakness with stock prices declining during the summer after the major indices had a solid rally in the first half of 2024. The reasons for summer weakness vary from one year to
Explore the paradox of low consumer confidence amid a booming stock market in our latest analysis. Discover how media narratives might be leading investors astray while missing out on historic gains.
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