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Sunday, February 9th. ISM Manufacturing finally above 50! It only took 27 months.

Episode 273

It was a busy week. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about financial incompatibility, our Annex Executive program…

1 year, 8 months ago

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Sunday, February 2nd. Fed policy word salad.

Episode 272

Chair Powell's attempt to clear up conflicting messaging seemed to make a mess instead. The inflation data will have to do the talking instead. Dave …

1 year, 8 months ago

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Sunday, January 26th. Off to the races.

Episode 271

If 2024 was the year of the election, 2025 is the year of earnings. Earnings have been fundamentally improving, but how long can that last and how mu…

1 year, 8 months ago

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Sunday, January 19th. 24 hours before Inauguration.

Episode 270

The 47th President of the United States is going to hit the ground running. What should markets expect? Brian Jacobsen presents our Week-in-Review. L…

1 year, 9 months ago

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Sunday, January 12th. Jobs pop, stocks drop.

Episode 269

A good jobs number led to a down day Friday. Dave Spano and Brian Jacobsen dissect the news as they present our Week-in-Review. Learn more about Roth…

1 year, 9 months ago

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Sunday, January 5th. Inflation: Rebound or retreat?

Episode 268

The big question for 2025 will be whether inflation continues to slow or if it reaccelerates. Dave Spano and Brian Jacobsen present our Week-in-Revie…

1 year, 9 months ago

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Sunday, December 29th. 2024 in review.

Episode 267

Dave Spano and Brian Jacobsen review 2024 and look ahead to 2025. 

1 year, 9 months ago

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Sunday, December 22nd. Policy: Spoiler Alert.

Episode 266

The Fed may slow or stop rate cuts in the face of tariffs in 2025. This about-face in approach may be why the market reacted so negatively to the Fed…

1 year, 10 months ago

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Sunday, December 15th. Oil risks.

Episode 265

OPEC cut oil demand growth forecasts for this year and next while Biden is considering stepped up sanctions against Russian oil. What's this mean for…

1 year, 10 months ago

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Sunday, December 8th. Black and Blue Friday?

Episode 264

Black and Blue Friday? It's never been a great gauge of what holiday shopping will be. Dave Spano and Brian Jacobsen present our Week-in-Review. We'l…

1 year, 10 months ago

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