The Scoreboard Looks Good After the First Quarter Lagniappe

We’ll react to Jerome Powell’s post-Quarter 1 comments and look at inflation and the economy related to oil/gas, real estate, and commodities prices. We’ll then look at strong financial numbers coming out of Mexico and prognosticate what a bright future could look like with our Southern neighbors as a main manufacturing partner. We’ll finish by joining the national narrative on Caitlin Clark, LSU, and the rise of women’s hoops. 

Key Takeaways

[00:17] - A big picture view after quarter 1

[06:35] - Inflation risks as the price of commodities increases

[09:51] - The interesting parallel between oil/gas and real estate 

[14:32] - Recovery #s for SBF & Madoff clients 

[15:50] - Mexico unemployment down, peso up

[19:07] - The golden rule of compounding


Links

Timmer: After falling a modest 2.8% in '23, earnings are expected to grow 9% in '24

1st time since Q3 of 2022 that Tesla has delivered under 400,000 units in a quarter

Housel: the % of hedge funds & mutual funds that did worse than investing with Madoff

Bilello: never interrupt compounding unnecessarily

Women’s Final 4 ticket prices are twice that of the men’s 


Connect with our hosts

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.