Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.

Latest Episodes

Week One. So far, so good.

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. 

First year of a new presidency starts today

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 i...

You probably own a lot more tech stocks than you think you do

Services stay strong while sentiment and valuation show weakness. There is opportunity as fear fades but if the markets don't broaden out soon, we could see a signific...

Outside of the Mag 7, breadth is weak.

Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price bein...

2025. Follow the earnings

2024 was a magnificent year but international malaise is a weakness. Opportunity with new leaders in a new year but the potential for more volatility is a threat. 

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