Heading Into Halftime of 2023

As we trot into the locker room at the halfway point of this year, we examine the competing ideology of calls for a recession vs. declining inflation leading to a bull market. We’ll also look at the economy’s resiliency, how America is viewed across the world, and the unprecedented play of Shohei Ohtani.

Key Takeaways

[00:17] - Recapping the markets in the first half of this year [11:04] - Positive milestones in the rental markets [13:46] - The historical probability of market returns [14:55] - Shohei Ohtani is a stud [17:00] - How the U.S. is viewed globally [20:26] - Will Mexico be the next big growth market? [24:21] - America’s aging population

Links

Barry Ritholtz: What Recession? Major milestones in the rental market History says there’s a higher probability of the stock market finishing up 20% than down for the year Ohtani’s 2 HR, 10K night International public opinion of the U.S. remains positive The US population is older than it has ever been

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Doug Stokes Greg Stokes Stokes Family Office

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