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Description

The last 40 days have seen the market sharply decline and come roaring back, and now, the market is positive on the year. We’ll look at how pending trade deals and tariff reductions have positively impacted the markets and discuss the strength of the American economy and consumer. We also talk real estate dynamics, interest rate projections, and how our beloved home state is poised for an economic boon. 

Key Takeaways

[0:19] - Harsh decline leads to roaring back

[07:57] - The strength of the American economy and consumer

[11:32] - The real estate market and household balance sheets

[19:35] - Louisiana/Nola poised for economic success

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Links

If an investor starting with $10,000 had missed the best five investment days between 1/1/80 and 12/31/22, they would’ve missed out on ~$411,000 in growth

Companies aren't withdrawing guidance, but there's a big caveat

Mortgage applications up as borrowers respond to growing inventory

GS: U.S. household balance sheets remain in fine health

Louisiana wins again with Hyundai plant

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Doug Stokes

Greg Stokes

Stokes Family Office

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Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.