The Scoreboard Looks Good After the First Quarter

We’ll react to Jerome Powell’s post-Quarter 1 comments and look at inflation and the economy related to oil/gas, real estate, and commodities prices. We’ll then look at strong financial numbers coming out of Mexico and prognosticate what a bright future could look like with our Southern neighbors as a main manufacturing partner. We’ll finish by joining the national narrative on Caitlin Clark, LSU, and the rise of women’s hoops.

Key Takeaways

[00:17] - A big picture view after quarter 1 [06:35] - Inflation risks as the price of commodities increases [09:51] - The interesting parallel between oil/gas and real estate [14:32] - Recovery #s for SBF & Madoff clients [15:50] - Mexico unemployment down, peso up [19:07] - The golden rule of compounding

Links

Timmer: After falling a modest 2.8% in '23, earnings are expected to grow 9% in '24 1st time since Q3 of 2022 that Tesla has delivered under 400,000 units in a quarter Housel: the % of hedge funds & mutual funds that did worse than investing with Madoff Bilello: never interrupt compounding unnecessarily Women’s Final 4 ticket prices are twice that of the men’s

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