3rd Quarter Update

Greg and Doug Stokes wrap up the 3rd quarter with the markets again at all-time highs. As expectations for corporate profit growth, Energy/AI investments, S&P 500 Earnings, and GDP continue to go higher, this episode of the Lagniappe Podcast answers the questions: are we heading for a recession, and is it a good time to be invested in stocks?

Key Takeaways

[00:17] - October baseball

[03:16] - The effect (or non-effect) of the government shutdown

[04:25] - Q3 Report: all systems go

[13:10] - Can real estate join the positive party?

View Transcript

Links

Zaccardi: GS - The simple story is that non-recessionary rate cuts are usually positive for equities

Bilello: US Rents were down 0.8% over the last year, the 28th consecutive month with a YoY decline

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Doug Stokes

Greg Stokes

Stokes Family Office

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