Season 1
Jan. 5, 2024
Betting on Humanity and a Diversified Portfolio
Happy New Year from Stokes Family Office. We kick off the new year by looking at what historically happens after a good market year and pose the question, are we better off simply expecting positive performance? We’ll then d…
Dec. 22, 2023
Recapping 2023 and Looking Ahead to 2024
As we head into Christmas, we’ll discuss whether or not we’ve already seen our Santa Claus rally. We’ll then dive into core CPE numbers and take our weekly look at inflation. Finally, we’ll review the biggest narratives of 2…
Dec. 15, 2023
Is The Market Declaring Victory Too Soon?
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 histo…
Dec. 8, 2023
2023 Was an Earnings Story
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”…
Dec. 1, 2023
What Does Record Travel & Shopping Mean For the Economy?
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 mov…
Nov. 21, 2023
What We’re Thankful For
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, Argen…
Nov. 16, 2023
The Market is a Great Teaching Tool
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…
Nov. 10, 2023
The Earnings Cycle Continues to Improve
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 why …
Nov. 1, 2023
Halloween, Hedge Funds, and a Hopeful Look at the Future
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 relatio…
Oct. 26, 2023
Why Haven’t We Gone Into a Recession?
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…
Oct. 20, 2023
Tales from the Dome + 1987 Black Monday + Bond and Real Estate Markets
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 b…
Oct. 13, 2023
New CPI Numbers and the Importance of Investment Timing
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 el…
Oct. 5, 2023
Tracking Movement in the Bond, Interest Rate, & Housing Markets
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 gene…
Sept. 28, 2023
Looking Under the Hood of the Market
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 incom…
Sept. 21, 2023
Interest Rates, Venture Capital, and 10-Year Treasuries
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…
Sept. 15, 2023
What We Learned During CPI Week
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…
Sept. 8, 2023
Fully Charged: A Deep Dive Into the Energy Sector
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 in…
Aug. 31, 2023
Jobs, GDP, Frozen Real Estate, & IPO Bubbles
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/…
Aug. 26, 2023
Fed Symposium + Housing Market + Financial Superpowers
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 ne…
Aug. 17, 2023
Not Taking the Fear-Mongering Bait
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 ou…
Aug. 11, 2023
Doom & Gloom vs. Hype + UPS Drivers, Phil Mickelson & a Weekly Inflation Update
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 declin…
Aug. 1, 2023
The Bear in the Rearview
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 est…
July 20, 2023
It’s Earnings Season!
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…
July 13, 2023
The Goldilocks Scenario
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 offi…