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
Housing, nukes, and volatility
Housing appears in both strengths and weaknesses this week. There is opportunity in small caps and natural gas while long yield and election volatility are threats.
Fed week
Gold and tech in the strength column while the consumer weakens. Opportunity exists in the relative strength of individual equities post-sell off. The dual mandates of...
Another hangover like 2019?
Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast.
Time to cut? The Fed vs The Market
There's broad Fed agreement at the Jackson Hole meeting that it's time to cut, but the Fed and the market are on different pages.