Episode 70. Investing for the Long Term
The S&P 500 has declined 8% since it peaked on July 31 the year high and now at its 200 Day Moving Average. Is this a time to sell or buy and what will the institutional investors that represent the ...
27 Sep 202313min
Episode 69. Consumers Spending and Investors Sentiment
Consumer sentiment has declined for the third consecutive month. Is this a precursor to another mild holiday season? In this Weekly Brief we review the recent University of Michigan Consumer Sentiment...
20 Sep 202315min
Episode 68. Overcoming Tragedy
Anton shares in this Weekly Brief his experience of a near death plane crash one year ago and the emotional recovery process since the crash. Not everyone will be involved in a near death accident, b...
13 Sep 202320min
Episode 67. Consumer Engine Still Strong
Consumer spending is the economic engine for the US economy and they appear to be in good shape. The Bureau of Economic Analysis reported that consumer spending has increased 0.8% year over year in J...
6 Sep 202322min
Episode 66. Investors Holding their Breath
Cash savings balances are near all-time highs. When overall trading is thin (like in August when many investors are on vacation), the market is prone to stall. After Labor Day, school will be in full ...
30 Aug 20238min
Episode 65. NO HELP WANTED
Institutional investors' biggest fears for the past two years are the impact of rising interest rates due to the Federal Reserve rate hike campaign. Now that a recession appears to be a low probabili...
23 Aug 202319min
Episode 64. Good News! Stock Market Rally Finally Stalls
The stock market has taken a pause since peaking its year high on July 31. Is this the beginning of a more protracted correction or a new buying opportunity? In this Brief we unpack what's we believ...
16 Aug 202313min
Episode 63. Small Business Owners Still Concerned About The Future
Yesterday the National Federation of Independent Businesses (NFIB) release their report on the sentiment of small business owners. Although the index is still well below prior year highs, the trend ha...
9 Aug 202320min
