Shows / ANGLES.
ANGLES.
Every Sunday, Anglia Advisors founder Simon Brady CFP® CETF® recaps the week in financial markets.
simonbrady.substack.com
Episodes
ANGLES.Smoke And Mirrors.
The S&P 500 is at exactly the same level it was at two years ago. That’s a lot of angst and stress expended for no net change in 24 months. As if to emphasize…
ANGLES.Turning Sour.
Attention on Wall Street is shifting away from guessing future interest rates to the distinct possibility of an economic downturn. And that is encouraging…
ANGLES.Lurking In The Shadows.
Note: I have published an updated version of my recent article “Cash Is Interesting Again. And Safe.” to reflect the higher interest being paid on cash…
ANGLES.A Low Bar.
With trading volumes contracting rapidly, the stock market - at least as represented by the major indexes - was acting early last week like it had already…
ANGLES.Maximum Pain.
It is said on Wall Street that the goal of the market is to extract the maximum amount of pain from the greatest number of people. What this is getting at is…
ANGLES.Hard Times Or Great Expectations?
Last week was a busy one with plenty of economic data to chew on and lots of soundbites from International Monetary Fund (IMF) officials and Federal Reserve…
ANGLES.The Major Unknown.
The week and the month began with investors shifting their attention away from March's banking turmoil and back to the risk of a recession that could drag down…
ANGLES.No News Is Good News.
The S&P 500 ended the week, month and quarter sitting almost exactly in the middle of its range over the last year and a strange calm seems to have descended…
ANGLES.Almost There.
A decent gain in stock prices on Monday was put down to a combination of an oversold bounce from the anguish of the two prior sessions, UBS finally putting…
ANGLES.Get Out Of Jail Free?
A week following three major US bank failures that then saw two other banks sail very close to the wind ended with stock markets higher, the S&P 500 was up…
ANGLES.Caught Offside.
New features in the report (see below): - Weekly updates on the latest official average 30 year fixed mortgage rate with comps going back one week, one month…
ANGLES.Over-Enthusiastic?
February delivered a reality check to investors after a giddy January; the S&P 500 fell 2.6% for the month and the NASDAQ dropped 1.1%. Stock and bond prices…
ANGLES.Reversing?
For all the different feel of this market in 2023, the price action is revealing that it is actually still broadly behaving much as it did in 2022. It’s still…
ANGLES.Still Unclear.
Those of us hoping for a clearer picture to emerge from the release of the January’s Consumer Price Index (CPI) measure of retail inflation and other…
ANGLES.Bumpy Road.
“This process is likely to take quite a bit of time, it’s not going to be smooth, it’s probably going to be bumpy”, Federal Reserve Chair Jerome Powell said on…
ANGLES.The Rebellious Teen.
The Federal Open Market Committee (FOMC, see EXPLAINER: FINANCIAL TERM OF THE WEEK) surprised absolutely no-one by raising interest rates on Wednesday by a…
ANGLES.Mind The Gap.
The already-wide gap between what the Fed says will happen and what the market thinks will happen just keeps on getting wider. Fed presidents are out there…
ANGLES.Cooling Down.
The highlight of the week, the all-important latest Consumer Price Index (CPI) measure of retail inflation numbers, came out before the market opened on…
ANGLES.The Song Remains The Same.
The calendar may have flipped, but the song remains the same. Last week was something of a microcosm of 2022; a steady downward grind for the most part…
ANGLES.Mark Your Calendar.
To reiterate what I said last week, the absolutely key question when it comes to financial markets in 2023 is: Will inflation fall faster than economic growth…
ANGLES.Conflicts.
The much-anticipated Santa Claus Rally window came and went last week with only more volatility and a lot of lower prices to show for it. With hardly any…
ANGLES.The Transition.
The Transition from the primary market driver no longer being the expectations of what Fed interest rate policy will be and instead turning to tangible…
ANGLES.The Skies Have Not Cleared Yet.
Over the past few weeks, the macro environment has generally become “less bad” and that does justify some kind of a rally, but it’s important not to confuse…
ANGLES.Powell's Dance.
Watching a grandfatherly, white-haired 69 year old man doing performative dance doesn’t sound like something hot-shot Wall Street traders and stock market…
ANGLES.Steps In The Right Direction?
It was a quiet week, so let’s take the opportunity to zoom out a bit, look at the bigger picture and see where we stand in the ongoing saga of this bear market…
ANGLES.Greater Fools?
Apologies once again for last week’s report, or the lack of it. I am safely back in the US now and very much recovered. Thanks for all the good wishes that I…
ANGLES.Economy Killer?
In a horror movie, it often happens that the poor young person being chased in the house gets right to the front door and is just about to escape onto the…
ANGLES.Drinking From A Fire Hose.
There was such a torrent of market intel to try to absorb last week that it was hard to keep up at times. It also meant that leads got buried all over the…
ANGLES.A Little Light At The End Of The Tunnel?
A Wall Street Journal report on Friday by Nick “The Fed Whisperer” Timiraos reported that, while the early November Fed meeting will still most likely result…
ANGLES.As If By Magic ..
The market spent the first three days of last week just shifting about in a bumpy, lethargic, generally downward-trending trading pattern, simply waiting it…
ANGLES.Mental Gymnastics.
Bad news is often good news for investors these days, who have to perform mental gymnastics as the economic picture comes into focus. Traditionally negative…
ANGLES.R.I.P., Market Rally.
KEEP AN EYE OUT FOR THE MY INAUGURAL QUARTERLY MARKET REVIEW WHICH I WILL BE SENDING TO ALL SUBSCRIBERS IN THE NEXT DAY OR TWO, TAKING A DEEP DIVE AND LOOKING…
ANGLES.Lucy Has Pulled The Football.
For years, corporate America and stock market investors could rely on the Federal Reserve to have their back. Ridiculously low borrowing costs turbo-charged…
ANGLES.It's All About The Destination, Not The Journey.
A holiday-shortened week began uneventfully with little of interest coming over the newswires and markets simply drifted along the path of least resistance…
ANGLES.Doubling Down.
How quickly that half-full glass I talked about last week has emptied. A third consecutive week of stock market losses ended with a thousand point fall in the…
ANGLES.It Seems The Glass Is Half Full.
The market appears to have decided that the glass is half full, for the moment at least. Last week’s stock price declines, mostly concentrated on Friday, can…
ANGLES.The Battle Lines Are Drawn.
While the FBI searching Trump’s home at Mar-a-Lago and its aftermath might have been the biggest deal in the civilian media last week, it was a complete…
ANGLES.Heat (but not much light).
(Slightly longer report than usual this time around, but last week was a doozy) Last week’s big story was always supposed to be the Fed’s interest rate hike on…
ANGLES.Spicing Things Up.
Markets seem to have firmly seized onto the hope that we are now close to 1) peak inflation, 2) peak Fed hawkishness and, as a result of the first two, 3) peak…
ANGLES.Avalanche Coming.
Get ready for an avalanche of recession warnings across all media platforms. That's the conclusion from last week’s Consumer Price Index (CPI) report, as…
ANGLES.Pendulum Swings.
The stock market’s recession/inflation concern pendulum swung back towards recession last week as investors focused on what a recession may look like and how a…
ANGLES.Nothing's sticking.
Investor frustration and confusion at the fact that nothing’s sticking is growing. Authentic-looking rallies like what we saw the previous week end up having…
ANGLES.The R-Word.
The R-word rhetoric got stepped up last week. In between increasingly tiresome inflation anecdotes that seem to pop up everywhere from social media to groups…
ANGLES.Break The Glass.
The Federal Reserve has now shifted to a full-on, break-the-glass emergency footing on inflation. It’s busting out the big guns in the form of a lumpy interest…
ANGLES.Backsliding.
Last week saw some damaging backsliding for two of the three primary market drivers (how hawkish the Fed needs to be and China lockdowns) and no meaningful…
ANGLES.Shock Your Potential podcast .. Simon's interview with Michael Sherlock
https://podcasts.apple.com/us/podcast/shock-your-potential/id1336097089 This is a public episode. If you would like to discuss this with other subscribers or…
ANGLES.The Rockstar Dad Show .. Simon's interview with Jaret Reddick and Gary Wiseman (starts at 26:30)
I talk all things personal finance with Jaret and Gary, the rockstar dads (my interview starts at 26:30). This is a public episode. If you would like to…
ANGLES.Crushing Debt podcast .. Simon's interview with Shawn Yesner
Shawn Yesner, host of the Crushing Debt podcast, quizzed me on how a fee-only CERTIFIED FINANCIAL PLANNER™ can help younger people navigate the multitude of…
ANGLES.Tax Resolution Ninja podcast .. Simon's interview with Allan Rollnick
Allan Rollnick, the Tax Resolution Ninja, talks to me about the way I would approach different personal finance scenarios when working with clients under the…
ANGLES.Doing Divorce Right podcast .. Simon's interview with Jennifer Hurvitz
Jennifer Hurvitz talks to me on her popular Doing Divorce Right podcast about handling your personal finances in that turbulent time immediately following the…
ANGLES.Going Solo podcast .. Simon's interview
I was interviewed about Anglia Advisors by David Shriner-Cahn for his popular Going Solo podcast .. * An unusual niche for a financial advisor that many would…
ANGLES.Simon interviewed on The Thoughtful Entrepreneur podcast
I was interviewed on Josh Elledge’s Thoughtful Entrepreneur podcast about how Anglia Advisors came about following a Wall Street trading career, who the firm…
ANGLES.Divorce Team Radio podcast .. Simon talks about personal finances post-divorce
On the popular Divorce Team Radio podcast, I was interviewed about the particular personal finance challenges faced by individuals coming out of a divorce and…
ANGLES.AA POD: All About Buying & Selling Real Estate in NYC
Alex Mahgoub is a real estate broker in New York City and, in this episode, he shares with us what both prospective buyers and sellers need to be thinking…
ANGLES.AA POD: Simon on Asset TV, talking about advising foreign nationals
A bonus episode, featuring the audio of Simon's appearance on Asset TV in 2017 in which he discusses with Maya Chung what financial advisors need to know and…
ANGLES.AA POD: The Bizarre World of Credit and Credit Scores
"Most of the world of credit doesn't make sense" .. so says Anthony Davenport, founder of Regal Credit Management during a wide-ranging discussion with Simon…
ANGLES.AA POD: The Scary World of International Estate Planning
Shannon McNulty, CFP® is an estate planning attorney and CERTIFIED FINANCIAL PLANNER™professional with a specialty in the multitude of sometimes mind-boggling…