Libsyn Directory

#140 - Inflation and the Future of Prices

Daybreak with Anton

The rapid rise of interest rates causes significant changes in lending activity and especially in the housing mortgage market. According to , the sale of previously owned homes in April declined 0.5% from March to an annualized rate of 4 million units. This is the slowest April pace since 2009. Read in this issue our view of the future of interest rates and inflation and the possible impact on the stock market.

#139 - Disparity Widens of Optimism Between Executives and Households

Daybreak with Anton

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 money. As investors we monitor consumer spending of both staples as the largest portion of household budgets and the more profitable discretionary spending such as vacations, hospitality, dining, jewelry, and luxury items. Discretionary budgets can fluctuate dramatically that are influenced by various factors that include changes in payroll, consumer sentiment, media,...

#138 - Retirement During Volatile Markets

Daybreak with Anton

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 those already retired. The difference between those retired from their careers is the ability or time to make up account losses. It is more difficult to ride out stock market volatility without the confidence of additional income to make up the losses. In this UPdate, we discuss one key investment structure that can prevent you from panic selling during the worst of market...

#137 - Investors Panic and Resolve

Daybreak with Anton

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 the past two months market volatility and review what investors can learn about institutional investors in their response to potentially disruptive economic events.

#136 - US Economy Roles On

Daybreak with Anton

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 out more policies these past 113 days than any president I can remember. Listen in this UPdate the status of market conditions and how investors can benefit from studying President Trump’s previous term.

#135 - When Great is Not Good Enough

Daybreak with Anton

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 and Main Street on a “need to know” basis that is hard for business owners to plan their future. How investors are responding to the uncertainty and the prospects for the US stock market.

#134 - Trump Is Not the Economy

Daybreak with Anton

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 interesting is their little regard to actual economic data. They obviously haven’t learned much from President Trump’s first term and his modus operandi. Listen in this UPdate on assessment of the economy and our suggestions on navigating through this market volatility.

#133 - Uncertainty During a Growing Economy

Daybreak with Anton

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 Reserve’s rate hike campaign to combat soaring inflation. Despite corporate profits continuing to rise throughout 2022, stock prices declined until the market began a strong rally in early 2023. The current market correction in 2025 mirrors 2022, but key differences remain—mainly the uncertainty surrounding the Trump administration’s tariff policies. History shows markets typically rally once...

#132 - It’s Not Over Yet

Daybreak with Anton

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, father, minister, and philanthropic causes. After winning Gold at the 1968 Summer Olympics, he entered professional boxing and over the next 20 years he fought 76 professional fights that he ended 68 with a KO. The US is another rising star in its early years compared to countries around the world that are 1,000’s of years old. During this country’s short tenure it has...

#131 - Case for Staying Invested

Daybreak with Anton

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 deep recession cycle like 2008 or 1929. However, the media is overstating the damage to investor accounts. Year to date, the S&P 500 is down -5.26% and the Dow Jones Industrial Average (DJIA), the darling of the media because of the point fluctuation, is down YTD -2.61%. Listen in this UPdate our view of recent stock market volatility and strategies to navigate through this...

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