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 dive into incredibly interesting demographic data, look at the correlation of stocks and bonds, and examine the Ozempic effect on the markets.
Key Takeaways
[01:03] - Historical results after a good year in the markets [03:53] - Betting on humanity and a diversified portfolio [08:24] - The effects of global demographic trends [15:53] - Bond market update [21:03] - Predictions on stocks/bonds and International vs. the U.S. [26:48] - The Ozempic effect
Links
What Comes After a Good Year in the Stock Market? The single most important chart to understand the stock market. Bullish on the US in with the current global demographic backdrop Bonds and stocks have each moved in the same direction in 19 of the last 24 months JP Morgan’s Guide to the Markets
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Doug Stokes Greg Stokes Stokes Family Office
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