Daybreak with Anton

Investors entered 2025 with cautious optimism as stocks continued their strong rally, led by tech and AI. Despite a brief selloff in January, momentum remains positive, and new buying opportunities are emerging. Market corrections may be more volatile, but economic growth is broadening beyond tech. Stay informed on tre

The US economy continues to improve in many areas that would indicate continued positive momentum and continued growth.  In this UPdate we will focus on the US Bureau of Labor Statistics Job Openings and Turnover (JOLTS) report and Institute for Supply Management Manufacturing ISM Report on Business (ISM).  Both report

After two consecutive years of robust US stock market gains, investors are nervous about stock values and meeting high growth expectations, especially in the tech sector.  For reference, the major indices’ two-year run has been tremendous with the S&P 500 gaining 53.19% and NASDAQ gaining a whopping 84.50%.  Listen in

We have mentioned in past UPdates the importance of monitoring the financial and sentiment of US consumers.  The primary reason is American spending represents a whopping 67.9% of America’s Gross Domestic Product (GDP) otherwise known as gross revenue from all transactions (illustrated below by JP Morgan).  Imbedded in

It may be just physiological, but I really enjoy January.  Granted it’s just another 30-day period like any other month.  But January is motivating to me because it’s the start of a new year to achieve new goals and experience new adventures.   Read in this issue my personal hacks on how I venture into the new year wit

The National Federation of Independent Businesses (NFIB) index has been well below its 50-year average of 98 as respondents report challenges with labor, costs, inflation, and government policies.  The index has not been this low for as long as it has since the Great Recession.  However, in November the index jumped 8