Lagniappe

Amidst a cloud of public negativity, we’ll combat the perma-bull narratives and go through a list of things you don’t see in a recession. We’ll then discuss why we might need to consider skipping our typical “rules of thumb” during this COVID period. Finally, with the new jobs report in hand, we’ll talk about what happens if the economy doesn’t slow down, what’s on the horizon for multifamily, and...

We dive straight into the bond market as it comes off its best month in the last 40 years. We’ll then discuss how interest rates are affecting residential & commercial real estate markets differently, what the Fed’s next move can/should be, the life of Charlie Munger, and the crazy spending on Holiday travel and shopping. Key Takeaways [00:13] - Patting ourselves on the back (momentarily) for our...

As we look forward to Thanksgiving, we start by saying what we’re grateful for including being American at this point in time of history. We’ll then juxtapose that with what’s going on in one of our favorite countries, Argentina as well as across Latin America and the world. We take note of the strength of the economy in the everyday things we see, give our weekly Fed/inflation update, and finish...

After another positive week in the markets, we’ll go through our weekly inflation check-in, re-examining our own opinions over the past year and looking ahead to what the Fed can/will do next. We’ll then take note of the big bank forecasts that are rolling in and how they compare to last year’s and discuss why in times of elevation in volatility, bearish opinions come out of the woodwork. Key Take...

After a volatile, but positive past week, we’ll discuss comments from Jerome Powell and how the Fed continues to drive the markets while earnings continue to grow. We’ll also reexamine fearmongering prognostications and provide context around the headlines on surging debt. Key Takeaways [00:17] - How the Fed continues to be the market driver  [06:15] - Why some of the most interest rate-sensitive...

Happy All Saints’ Day from the home of the Saints. After recapping Halloween from Uptown New Orleans, we’ll jump into a discussion on the secrecy of some of the largest hedge funds. We’ll then look at the intertwined relationship and valuation of stocks and bonds, the trajectory of the U.S. markets, and our weekly inflation update.  Key Takeaways [01:20] - Looking behind the curtain at hedge funds...

We start today with the narrative that Google’s earnings are the impetus for the markets selling off. Then with a historical perspective, we’ll share what we’re telling our clients during this choppy, ping pong market. We’ll finish with our thoughts on why we actually haven’t slipped into recession and how the U.S. missed a major refinancing opportunity. Key Takeaways [00:17] - Are Google’s earnin...

We open with Saints sadness after a night in the Dome. Then on the anniversary of 1987’s Black Monday, we’ll look back at that historic day and how it compares to today’s choppy market. We’ll then take a deep dive into the bond and real estate markets before examining a narrative shift where good news is actually good news again. Key Takeaways [00:17] - The Saints are no longer fun [03:45] - Looki...

With the new CPI report in hand, we’ll take a look at inflation and how it continues to affect purchasing power and the markets across the board. We’ll also examine why when you start investing can be as vital as anything else. Then, we’ll finish with our weekly Taylor Swift conversation, rave about our own personal experience with Patrick Mahomes, and marvel at the human achievement of a new mara...

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...