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 provide context around the 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] - How much should you read into 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

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Doug Stokes Greg Stokes Stokes Family Office

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