Daybreak with Anton

The Producers Price Index indicated what most Americans already know, prices are going up and faster then most would like. Gas prices have spiked but that is probably a short-term result of supply disruptions. More importantly, read in this Brief, how institutional managers are positioning their portfolios and what can we learn about their trading activities so far this year.

The stock market continues to fluctuate as investors worry about Ukraine, inflation, rising costs, and a myriad of other issues. In this Brief, we look back to history that provides insight on a winning investment strategy and more importantly not miss another buying opportunity.

In this Brief we unpack the recent Consumer Spending and Gross Domestic Product reports and what we can learn from them and more importantly what it may mean this year for the stock market and your accounts.

The media is reporting inflation growth not seen since the 1980's. Is this the beginning of years of hyper-inflation or is there more to the story? Listen to the true details behind monitoring the rise of prices and what to really watch to determine the future of inflation.

The US continues to recover from the 2020 pandemic and companies are resuming their productivity. How is productivity defined and why is it important for our investments? Read in this Brief about the trend of US business productivity and how do we compare to the rest of the world.

Understand the media and you will have great insight on interpreting investor behavior. In this Brief, we evaluate recent articles, the possible 2022 media storyline, and potential future for the stock market.