Associate research analyst Mark Schaefer joined the episode to walk through strengths, weaknesses, opportunities, and threats.StrengthsCorporate earnings are very strong. About 86% of S&P 500 companies beat Q2 estimates — the highest share since Q2 2021 — and...
Annex Wealth Management’s CIO Derek Felske walks through a SWOT view of markets with host Joe Krauss. Strengths Hyperscalers and mega-cap tech are in an unprecedented capex cycle—hundreds of billions on AI infrastructure, chips, and data centers—that is a...
