Daybreak with Anton

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 belie…

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 h…

Thinking about Christmas may be a bit early for you, but not for retailers.  Executives of all businesses that depend on consumer spending are deep in preparation for this holiday season.  These exec…

President Biden signed the SECURE 2.0 on December 29, 2022 that has improved in many ways the ability to save for retirement.  However,  it is important to monitor tax laws as it concerns your retire…

The Federal Reserve has recently announced its 10th rate hike in an effort to curb inflation, leading analysts to predict a potential recession in 2023. It's important to remember that recessions are…

In 2014 my wife gave me a gift certificate for an introductory flight.  That 45-minute flight sparked a lifelong interest in flying that resulted in obtaining my pilot’s license and aviation experien…

Are the fears and worries in 2022 of a recession in 2023 coming to fruition?  In this Weekly Brief we review the challenges the Federal Reserve faced in 2020 and 2021 and why they needed to raise rat…

Yesterday’s National Federation of Independent Businesses (NFIB) survey on small businesses indicated many key aspects about the health of small businesses. As expected, hiring qualified employees an…

Recent economic reports on labor and manufacturing are indicating a slowing but growing economy. In this Weekly Brief we review several reports that together paint a picture of a soft landing of a su…

Inventories are dropping for manufacturing and trade companies while rising for retail businesses.  A mixed bag of information that may indicate that businesses are still growing while consumers are …

Consumer sentiment drops, but will it affect spending? Find out why tracking spending habits is a better predictor of the economy than consumer sentiment. Plus, a look at how stimulus dollars and wag…

The collapse of Silicon Valley Bank and Signature Bank may not be a systemic issue prevalent in the banking sector. However, there are challenges in the credit and lending industry due to the rapid r…

Yesterday’s Factory Orders indicated that consumer spending remains in positive up trend and a good start of the year. The US economy remains in a positive trend and more favorable in contrast to Ger…

The doomsayers predicting a recession in late 2022 or in 2023 so far are thankfully incorrect.  The US GDP gained momentum in the second half of 2022 and recovered all the declines of the first half …

The National Association of Realtors (NAR) released their monthly housing sales report this morning.  The bad news is the report indicated a 12th consecutive monthly decline in home sales with the go…

Analysts have been forecasting a hard landing for the economy in 2023 due to many concerns that include the aggressive rate hike policy by the Federal Reserve. As it turned out, the Federal Reserve’s…

Spring and summer always follow winter. No matter how cold or deep the snow, spring is only a few months away. If history is a guide to the future of the US economy, this period of world pandemic, su…

The advantage of being at the bottom of market cycles is the potential for significant gains during the recovery can be terrific. In this issue we outline several stocks bouncing back big time – 30% …

The Federal Reserve started a rate hike policy on March 17, 2022, that continued throughout the year, targeting to lower inflation based on several indicators. Investors are concerned that higher int…

Another year over and a new year starting.  If there is any time to get ahead of your schedule and plan and take proactive steps towards your goals, it is now.  In this Brief, we discuss some real-li…