CPI Day! Inflation, EVs, and Masters Picks
New CPI data is here, and the economy continues to run hotter than the market was expecting. What does that mean for the Fed cuts we’ve been talking so much about? And are we now in a position to be more accommodative if the market does stall? All of that, plus global parenting trends and our hopes for Tiger at Augusta.
Key Takeaways
[00:17] - CPI Day + Will they or won’t they make cuts? [05:20] - The inflationary impacts of insurance costs [11:24] - Trump’s SPAC & the return of meme/bitcoin [16:45] - EVs + the future of self-driving [19:10] - Why the U.S. economy has yet to break [25:48] - Parenting data + Masters picks
Links
Stocks hit by Fed-pivot rethink as oil climbs $DJT share price “is back to the level it debuted at on March 26th US sees missile strike on Israel by Iran, proxies as imminent The average price of a used Tesla has declined 21 months in a row Peccatiell: With all the rate hikes, why hasn’t the U.S. economy broken? Parenting has become far more intensive in most developed countries
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Doug Stokes Greg Stokes Stokes Family Office
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