Daybreak with Anton

Dec 11 2024 122 ep. 14 mins 1
Daybreak with Anton Podcast artwork

As an investment advisor and pilot, Anton incorporates topics on investing strategies with his love for aviation with guests that have insights on finances and unique adventures.

  Business  Leisure
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#121 - SHOPPING, SHOPPING, AND MORE SHOPPING

Dec 11 2024 11 mins  
My daughter loves to shop. In fact, her two love languages are shopping and someone paying for it. Apparently at least the shopping part is also a lot of people’s love language. Adobe Analytics reported that between November 1 to 24 that US consumers spent a whopping $77.4 billion online, that is an increase of 9.6% over same time last year. In their report, Adobe Analytics

#120 - Homes for the Homeless

Dec 03 2024 18 mins  
Late Friday afternoon on November 29, 2024, Anton and 61 others traveled from San Antonio to Reynosa, Mexico to volunteer for Strategic Alliance to build three houses for three related families all living in small shacks. Read in this issue his experience with pictures of his trip and the houses they built.

#119 - The Sputtering Housing Market

Nov 19 2024 19 mins  
The housing market is facing challenges with plummeting sales and high mortgage rates, but rising new home construction and potential rate declines in 2025 could improve affordability. Homeownership remains a powerful wealth-building tool, offering significantly higher net worth compared to renting. If you're considering entering the market or investing, now is the time to plan str

#118 - Trump 2.0 What Can We Expect

Nov 13 2024 15 mins  
Looking back at Trump’s first term offers insights into potential market impacts of his second. In 2016, markets rallied after his election, while 2024 has seen sustained growth and investor confidence regardless of the outcome. Key sectors—small caps, consumer discretionary, finance, and energy—are showing strong performance, with tech once again poised for growth.

#117 - Labor Costs Continue to Rise as Inflation Slows

Nov 06 2024 17 mins  
I don’t know about you, but it seems costs for everything is getting crazy. My wife went to the grocery store and items that were $9 last week are $14 this week. You can’t tell me grocery store or supplier cost have jumped 56% in one week?!? Are prices really going up faster now than in the past? In this issue we analyze the changes in inflation and wages and compare the re

#116 - Consumer Spending Building Momentum

Oct 22 2024 19 mins  
September retail sales increased 0.4% from August and the third consecutive month over month (MoM) it has increased. The 0.4% is substantially higher than August’s 0.1% monthly increase. Even though retail sales have increased six of the past nine months this year, overall total retail sales are still less than previous years. Listen in this issue our views on this report and

#115 - Client and Friend Events

Oct 15 2024 9 mins  
Prior to the outbreak of the coronavirus in 2020, we used to host multiple client and friend dinner events each year. Read in this issue about our dinner event this past September 27 with long time client and friend, retired Lieutenant Colonel Tom Dwelle, as our keynote speaker at the Dwelle’s impressive hangar at Auburn Municipal Airport. It was an amazing evening with histori

#114 - More Jobs Less Supplies

Oct 01 2024 24 mins  
Today we have received a trove of economic reports that indicate that companies are still hiring and growing while it appears the economy is in a mild slow down cycle. This seems contradictory and begs the questions: Ø Why is the economy slowing (less consumer spending) while more people are working in the history of this country? Ø Why are there so many job openings yet th

#113 - Is Housing Reaching a Bottom?

Sep 25 2024 15 mins  
The very low volume of existing home sales reported last week by the National Association of Realtors (NAR) would indicate the continued impact of current decades high mortgage interest rates. The NAR reported only 3.86K houses sold in August compared to 6.6K in January 2021 and well below the average of 5.5K monthly sales from 2015 to 2020. Listen in this Weekly UPdate our asses

#112 - Small Business Owners Still See Headwinds

Sep 10 2024 17 mins  
The National Federation of Independent Business (NFIB) released its Small Business Optimism US Index today indicating it has decreased to 91.2 in August. This breaks the improving trend since dropping to a multi-year low in March. interested in a loan. NFIB Optimism index has remained below its 50-year average for the past 32 consecutive months. Read in this Weekly Update our ass