Daybreak with Anton

The next 60 days represent the "holiday season" and for us some of the most memorable times of the year. Read in this Brief the joys of this time of the year and what you can look forward to.

Life is like one long hike. Planning, preparation, and proper supplies will assure a successful hike as it will also in life. Listen to this issue, our experiences hiking in Maui, and the life lessons we learned along the way.

The holiday season is near and in this Weekly Brief we review projections for holiday sales this season. The stock market has started the fourth quarter with a bang and we discuss what will be needed to continue this rally.

History has many experiences of the Dow Jones Industrial Average selling off and entering new bear markets (down > 20%). However, the Dow Jones has always recovered from a selloff and in many situations rallied to new highs within 24 months. In 2020, the Dow Jones plummeted 37% in 40 days but was back to its previous high by November 13 or in 275 days. Listen in this Weekly Brief our review of past stock market corrections and subsequent rallies that demonstrate the resilience of the US economy and stock market.

Is the housing market on track for another bust of declining home prices and high vacancies? Listen in this Weekly Brief our review of this week's National Association of Housing Builders and our view of the future of the residential housing market.

This week I attended the Advisor Circle Future Proof conference in Huntington Beach, CA. In this Brief I review comments from key speakers on the economy and stock market. Hint, they are not panicking.

The saying is the stock market rises like a staircase and drops like an elevator. Listen in this Weekly Brief why we remain optimistic and propose patience over panic as your investment strategy.

Jerome Powell gave his speech last week and Wall Street is having a fit. Federal Reserve is not giving them what they want! Can the Federal Reserve successfully tame the inflation challenges of the future of our economy? Listen in this Brief our view of Jerome Powell's speech and most importantly his missed insights that evidence points to their policy is working.

Is housing about to experience another crash like 2008? Listen in this Brief our analysis of last week's existing and new housing sales reports and projections for the residential market.

The stock market is in recovery, but the bond market is not. Why are stocks going up and bonds declining in value? Listen in this Weekly Brief as we unpack this divergence and reveal the long term risk with bonds.