Daybreak with Anton

Many of you read about the tragedy in the small town of Hunt in the Texas Hill Country.  Torrential rain poured from July 4th to the 7th and then resumed again July 12 -13.   The Guadalupe River that…

After the Federal Reserve raised their discount rate 500% in 2022 and 2023 taking mortgage rates up with them, housing activity has hit a brick wall.  Since mid-2023, prospective home buyers have rem…

There is a widening range of sentiments between individuals and business owners. The question is who is right and is perception reality?  As we have mentioned in past Updates, consumers have only bee…

My grandson, Anton the 5th, and I flew our Piper Cherokee laterally across the country from southern Texas to the Annual AirVenture event in Oshkosh, Wisconsin earlier this month.  Flying through the…

AI has exploded onto the scene led by supercomputing chips by Nvidia (NVDA).  Initially, CEO’s and CTO’s (Chief Technology Officer) were evaluating the potential of this new highly advanced self-lear…

Today the US Bureau of Labor Statistics announced the Consumer Price Index (CPI) for the month of June had increased to 322.56 points or 0.3%. On an annual basis, the annual inflation rate has increa…

The rapid rise of interest rates causes significant changes in lending activity and especially in the housing mortgage market.  According to CNBC, the sale of previously owned homes in April decline…

In the complex and extensive ecosystem of the US economy, the fundamental core of its sustainability and continued growth all depends on the consumer.  That’s you and me and how we spend and save our…

For many of our retired clients, they had successful careers and are now enjoying their retirement years.  Stock market volatility is difficult to navigate for investors and even more challenging for…

 The first four months of 2024 have been a wild ride for Wall Street.  Investors don’t respond well to change, and their typical response is to sell and ask questions later.  In this issue we analyze…

This year investors have been challenged to navigate market volatility that so far has been based more on speculation than facts on the economy.  Since President Trump’s inaugurated, he has rolled ou…

Since the inauguration of President Trump, investors have been very nervous about his administration’s aggressive policy changes and process.  He and his administration seem to be keeping Wall Street…

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 inter…

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 R…

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, f…

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 d…

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 le…

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 …

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 a…

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…