Lagniappe

Is The Market Declaring Victory Too Soon?


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There’s a narrative brewing that the market has beaten inflation/a recession, but we’ll look into why the game is not over yet. We’ll also examine the coiled spring of small and mid-caps, how this bear market stacks up historically, and the wild ride we’ve been on over the past 6 weeks.


Key Takeaways

  • [00:17] - Is the market declaring that the interest rate hiking cycle is over?
  • [04:45] - The inflation/recession game is not over
  • [09:25] - How does this bear market stack up historically 
  • [13:31] - Looking back at an interesting past 6 weeks & the psychology of investing
  • [18:54] - Lessons in looking at market themes and individual stock selection

  • Links

    • CPI less shelter is now at 1.4%
    • Antonelli: 2022 was really just an average bear market
    • We are only 30 points away from Goldman’s year-end target for year-end 2024
    • 2003 vs 2023 valuations for Nvidia and Intel

    • Connect with our hosts

      • Doug Stokes
      • Greg Stokes
      • Stokes Family Office

      • Subscribe and stay in touch

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        • lagniappe.stokesfamilyoffice.com

        • 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.

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          LagniappeBy Stokes Family Office

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