Эпизоды
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Hosted by Derek Felske, Chief Investment Officer.
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Hosted by Ken Bellinger, Research Analyst.
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Пропущенные эпизоды?
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Hosted by Matt Morzy, Director of Research.
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Hosted by Jason Cooper, Director of Equity Research.
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Host by Brian Jacobsen, Chief Economist.
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Hosted by Ken Bellinger, Research Analyst.
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Hosted by Jason Cooper, Director of Equity Research.
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Hosted by Dr. Brian Jacobsen, Chief Economist
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Hosted by Matt Morzy, Director of Research.
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Hosted by Brian Jacobsen, Chief Economist
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Hosted by Derek Felske, Chief Investment Officer.
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Hosted by Jason Cooper, Director of Equity Research.
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Hosted by Dr. Brian Jacobsen, Chief Economist Annex Wealth Management.
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Hosted by Jason Cooper, Director of Equity Research, and Ken Bellinger, Research Analyst.
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Joined by Derek Felske, Chief Investment Officer.
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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.
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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.
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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.
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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.
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