April 25, 2024

Sticking With a Game Plan

27 minutes

It’s peak season in Nola with Jazz Fest, the Zurich Classic, the Pels in the Playoffs, and town is buzzing. We’ll zoom out to examine what all that spending means for the national economy. We’ll also look at wide-breadth market participation and why despite a sell-off in tech, the rest of the market is holding up well. We finish with a rearview mirror view of COVID-era oil prices, how we missed a recession, and what we’re expecting for the rest of this year.

Key Takeaways

[00:20] - Fun times in Nola and what that means for the national economy

[03:00] - Mixed signals from the country’s biggest economists

[06:38] - Things look good with the rest of the 495 S&P stocks

[12:18] - The COVID oil crash and why you stick with a game plan

[18:20] - Looking back at how we missed a recession & ahead to the rest of 2024

Links

S&P 500 Is Ripe for Further Gains, JPMorgan’s Trading Desk Says

Morgan Stanley’s Wilson Is Steering Clear of Bold S&P 500 Calls

Meta tumbles 12% after a disappointing second-quarter revenue forecast

S&P 1500 Value P/E

How rare was Friday? 300+ S&P 500 stocks were green, yet the index was down 0.9% which has only happened once since 1998

Four years ago, oil prices went negative

How rising interest rates change the relationship between stocks and bonds

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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.

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