Daybreak with Anton

In today's market, interest rate trends, the recent S&P500 pullback, and presidential campaigns are key topics, influencing inflation, market volatility, and political dynamics

 The holy grail for companies is achieving maximum productivity growth at the most profitable revenue ratio. For publicly traded companies, investors wait to hear each quarter are the changes in the …

Since the stock market bottom on October 14, 2022, the major indices have rallied significantly.  During these past 20 months, the tech-based NASDAQ index has soared 78.3% followed by large cap S&P 5…

We added Nvidia (NVDA) to our Growth & Income and Growth model portfolios early last year.  Since then, the stock price has soared.  This year institutional investors continued to add NVDA to their p…

In this podcast we identify that consumers are changing how they spend their money.  It appears people are buying less fun stuff like vacations and home improvements and focusing more on boring stuff…

The most recent economic tsunami was the 2020 pandemic that significantly disrupted all business and specifically manufacturing.  Manufacturers were initially required to shut down operations and sen…

Last week the Institute for Social Research (ISR) of the University of Michigan released their monthly report on consumer sentiment.  For the May report, the mid-month results indicate a preliminary …

The Federal Reserve raised the discount interest rate 11 times since March 2022.  The last rate increase was in July 2023 as the CPI trended down from its peak and currently the CPI annualized rate f…

Why do some investors build wealth consistently over time while many have little to show in growth after years of investing?  In this Weekly Brief, we dive into the various practices and policies of …

Yesterday the Bureau of Economic Analysis released its monthly report on consumer income and spending.  The report indicated that personal income rose 0.05% and has increased each month now for 24 co…

The US Census Bureau reported today that March housing starts plummeted 14.7% month over month (MoM) to 1.321 million.  This reverses February MoM gain with March’s new starts the lowest since August…

The media and analysts are back to the good news is bad news routine.  Meaning that when economic news is positive then the potential of the Federal Reserve lowering interest rates declines.  Read in…

One economic indicator we monitor is the US Purchasers Manufacturing Index (PMI).  This index is based on monthly questionnaire surveys of selected companies that offer an advance indication on month…

The start of new construction housing increased 10.7% to 1.521 million units month-over-month to an annualized rate in February after falling 12.3% in January.  The February increase was well above t…

Although many companies are experiencing record sales with the stocks hitting all-time highs, the small business sector seems to be missing the party all together. For several years we have been writ…

A January 2024 Gallup Poll indicated that Americans mentioning the economy as a key issue has risen almost three-fold since 2019.  In the category of Economic Problems, 76.7% was attributed to “Econo…

Today the University of Michigan Consumer Sentiment Index was released for February 2024.  We need to monitor this economic indicator on consumers and their views of the economy as it provides us pot…

This week's podcast dives into the disconnect between media-driven recession fears and the actual economic growth seen despite the Federal Reserve's rate hikes. Contrary to dire predictions, the econ…