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 you should ignore 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 sectors have done the best this year
• [10:05] - Earnings per share for the S&P 500
• [13:23] - Prospective returns for a diversified, 60/40 portfolio
• [17:01] - Why we shouldn’t believe headlines on surging debt
• [21:11] - Looking back at oil price and market crash prognostications 
• [24:51] - News roundup featuring Belichick, Biden, Bankman-Fried, and Bridgewater

Links

• Treasury’s $24 billion 30-year bond auction goes poorly
• 82% of S&P 500 beat Q3 estimates by an average of 7.61%
• Buffett says rising interest rates are gravity to asset prices
• A short history of the 60/40 portfolio
• U.S. credit card debt reaches $1.08 trillion
• The crash callers won’t save you

Connect with our hosts

• Doug Stokes
• Greg Stokes
• Stokes Family Office

Subscribe and stay in touch

• Apple Podcasts
• Spotify
• Google Podcasts
• 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.