Lagniappe

We kick off this week looking at the bond yield and the risk/reward that the bond/fixed income market presents. We’ll also look at how interest rates/inflation are affecting housing, stocks, the odds of a recession, and general consumer spending.  Key Takeaways [00:16] - Looking at the Bond yield [07:38] - The risk/reward of bonds now and in the future [11:45] - An update on mortgage rates and the...

We’ll check out a choppy market and how it reacted to last week’s Fed announcement that rates will be higher for longer and another rate hike is on the way. We’ll also look at why we may be entering a time to buy fixed income, how opinion sentiments of inflation have an impact, and give updates on the oil and crypto markets. Key Takeaways [00:18] - Reviewing the last week’s choppy market [04:20] -...

We start this week with our thoughts on the Fed estimating rates will be higher for longer. We’ll then dive into the craziness of the venture capital industry over the last few years and how interest rates are playing a role. We finish with a historical perspective on 10-year U.S. Treasury bonds and bullish takes on Taylor Swift and our New Orleans Saints. Key Takeaways [00:18] - Checking in with...

Join us as we examine sticky core CPI numbers and how shelter factors in. We’ll also look at why deflation may be our biggest economic risk right now. We’ll finish with tales of a Somali pirate stock exchange and how an idea from the movie Trading Places is playing out in real life.  Key Takeaways [00:25] - Housing’s effect on inflation and CPI  [04:41] - Disinflationary risks [08:19] - Why the S&...

As we head into a big, energized sports weekend, we go all in on all things energy. From oil and gas stocks to the demand and performance of EVs, we’ll review where we’ve been and where we’re headed in the world of energy investing.  Key Takeaways [02:45] - The current state of the oil market [04:41] - The demand for and price of electric cars  [08:19] - Investing in oil companies and commodities...

As we head into Labor Day weekend, we fittingly look at the latest jobs report and the revised GDP numbers. We’ll also think location, location, location as we investigate the areas that are winning and losing the migration/real estate race. Finally, we’ll review some of our favorite COVID-era IPOs and wonder if the euphoria bubble is over for now.  Key Takeaways [01:05] - Jobs report and the GDP...

As the Federal Reserve hosts its annual conference out West in Jackson Hole, we’ll take a look at what Jerome Powell said and what they forecasted that they’ll do next. We also discuss how mortgage rates, cash buyers, and new builds are affecting the real estate market. We finish with Humble Dollar’s seven financial superpowers that can help you make, save, invest, and ultimately enjoy money.  Key...

After Michael Burry (of Big Short fame) made his crash prediction, we decided to go back through the success rate of his predictions. We then go abroad and take a look at the Chinese economy’s contraction, how Britain and our Mississippi neighbors are similar, and more insane sportswashing from Saudi Arabia. We’ll end with data on young homeowners and how coastal areas could take an even bigger re...

We start this week by looking at perma-bear prognosticators and on the flip side, the excitement and danger behind the hype of the “next big industry”. And staying on winners and losers, we’ll examine UPS drivers, the decline in petroleum interest, and Phil Mickelson’s eye-opening bets. We will, of course, finish with our weekly inflation update.  Key Takeaways [00:17] - The doom-and-gloom-ers are...

As potentially positive economic factors pile up, we look at the market’s recovery, what’s factored into disinflation, and where we go from here. We’ll also examine two strategic competitions: oil vs electricity and real estate vs. the S&P 500.  Key Takeaways [03:17] - The tailwinds of deflation [07:49] - Is our power grid ready for mass EV usage? [12:06] - Oil isn’t going anywhere [15:03] - Real...

As performance numbers roll in from some of the country’s largest companies, we take a look at how the markets are performing here vs. the World and how America became a global economic leader. We also discuss how the market deals with intra-year volatility and check back in on Taylor Swift and Messi as market impactors. Key Takeaways [02:38] - Breaking down the latest earnings numbers  [05:00] -...

This week, we look at what comes from cooling inflation paired with a resilient economy. With the latest inflation numbers in hand, we’ll examine how shelter impacts the numbers, visualize the staggering amount of empty office space, and try to explain what’s going on at Disney. Key Takeaways [00:18] - The latest inflation report and shelter’s role in the numbers [04:21] - What are the “experts” s...

As we wrap up the week, we take a look at the June jobs report and how it may affect the calls for recession and the Fed’s actions moving forward. We’ll also dissect movement in the electric vehicle, T-Bill, and housing markets and end with our takes on the great American summer blockbusters. Key Takeaways [00:27] - Looking at the newest jobs report [7:15] - T-Bill yields are at their highest in o...

As we trot into the locker room at the halfway point of this year, we examine the competing ideology of calls for a recession vs. declining inflation leading to a bull market. We’ll also look at the economy’s resiliency, how America is viewed across the world, and the unprecedented play of Shohei Ohtani.  Key Takeaways [00:17] - Recapping the markets in the first half of this year [11:04] - Positi...

This week, we start by discussing the biggest story in the news, the Titan Submersible tragedy. We’ll also look at the transformation of real estate and stock markets and examine the go-forward outlook of the U.S. economy vs. the World.  Key Takeaways [00:22] - Recapping the Titan Submersible tragedy [07:25] - The most expensive U.S. cities to buy a house in 1930  [11:42] - The evolution of partic...

We discuss the new CPI data, look back at what the experts predicted, and hopefully put the Fed conversation to rest. We’ll also talk about the potential fading of oil demand and ESG importance, and close with our favorite Indiana Jones movies.  Key Takeaways [01:00] - Summarizing inflation data and the Fed’s reaction [05:15] - Did experts see this coming? [14:42] - Are we about to see oil demand...

This week, we discuss the two biggest stories in not only the sports world but the world at large. We also dive into how people are living and spending their money and what that could mean for a recession as well as give updates on the bond and oil markets and ChatGPT vs the S&P 500.  Key Takeaways [00:58] - Messi’s unprecedented move to the MLS [06:10] - The shocking LIV/PGA merger [09:27] - What...

Stokes’ Managing Partners start by revisiting a point from last week’s episode on down and sideways markets and whether they’re bullish or bearish on a go-forward basis. They’ll also join the discourse on the debt ceiling bill, look at the beginnings of what could be the era of AI, and continue the weekly Fed conversation. Key Takeaways [00:28] - Looking at our down and sideways market [03:48] - W...

Before we head into the holiday weekend, Greg and Doug Stokes discuss why and how so much has happened over the last two years with very little market movement. They also talk about the possibility of a bull market quietly brewing during this time of consolidation and finish with a recap of Greg’s trip across the pond.  Key Takeaways [01:25] - A 10,000-foot view of the market today [07:09] - Trufl...

Doug and Greg start this week by noting a pod prediction that came true in regard to the latest CPI/inflation numbers. They also look at current and past S&P 500 top 10 holdings to answer a hypothetical investment question on diversification vs. the big tech stalwarts. Finally, they prepare for the ramifications of the debt ceiling debate, check in on Russia/Ukraine, and look back at the results o...

The Stokes Brothers are back this week to discuss their favorite topic, the Federal Reserve. They question the Fed’s decision to raise rates again, look at the latest bank failure, and examine how these occurrences may slow down the economy.  Key Takeaways [00:17] - A busy week with a rate hike and more bank failures [08:54] - The effect of large bank failures on regional banks [13:34] - The dange...

This week, the guys are joined by a very special guest. Steve Lane is the author of Mickey Mantle: A Life In Memorabilia which chronicles the life and career of Mickey Mantle through the items in Steve’s extensive collection. They discuss his incredible Mantle items and how sports cards and memorabilia have now become a legitimate investment vehicle in what Steve calls the art of the 21st century....

After a Spring Break vacation, the guys are back in the studio to catch you up on all the financial happenings around the globe. They discuss how remote work and office space vacancies are affecting the commercial real estate market, how the residential market fluctuates wildly from coast to coast, and why we should be optimistic despite continuing recession rumblings. 

The Stokes Brothers pick apart negative headlines we are seeing despite coming out of a positive first quarter. They also discuss the resurgence of Bitcoin, the emergence of AI, the effects of an aging population, and of course…the Federal Reserve. Key Takeaways [06:18] - Is there any merit to the US dollar losing its status as a reserve currency? [09:57] - Why is Bitcoin back up? [12:09] - The sp...

The guys take a look back at a crazy 1st quarter that has shown the market’s resilience. They discuss where the banking industry goes from here, how commercial real estate could factor into that, and how this first quarter was a classic example of why you stay invested in an equity portfolio through thick and thin. Key Takeaways [04:00] - What is market breadth? [12:11] - Potential banking ramific...