What’s Bubbling Under the Surface?

This week, Doug and Greg Stokes look at the year-over-year shift in market dynamics, from large-cap US stocks to commodities and consumer staples. They also discuss earnings news, particularly involving Microsoft, Meta, and AI spend. And as international stocks and emerging markets have success, they continue to beat the drum for long-term diversification.

Key Takeaways

[00:17] - Asset class shifts from 2025 to 2026

[04:13] - Predicting if/when the Fed cuts rates

[08:03] - What do parabolic commodity prices mean?

[09:09] - Big earnings season news from Microsoft and Meta

[13:00] - The effect of regulation on Financials

[16:26] - International and emerging markets

View Transcript

Links

This Is Not What a Healthy Bull Market Looks Like

Microsoft shares dive as data center spending overshadows earnings surge

Connect with our hosts

Doug Stokes

Greg Stokes

Stokes Family Office

Subscribe and stay in touch

Apple Podcasts

Spotify

lagniappe.stokesfamilyoffice.com

Disclosure