The Historic Rally Continues

With the markets at all-time highs and earnings rising in tandem, we’ll look at why and how the narrative changed so drastically over the last 6 months. Plus, we’ll discuss recession risks being taken off the table with commercial real estate rebounding and the Fed having lots of room to make cuts.   Key Takeaways [00:17] - One of the greatest 19-week rallies ever [02:12] - The recession narrative has changed over the last 6 months [06:27] - Earnings growth of the S&P 500 [12:30] - Rebounding CRE prices and more positive economic signs [18:10] - More troubles for the airline industry  Links Detrick: We're in the middle of one of the greatest 19-week rallies ever Inverted yield curve no longer reliable recession flag, strategists say Roche: Inflation is still in a downtrend APOLLO: commercial real estate prices are starting to recover Scary moments on recent Boeing flight Statistical summary of commercial jet airplane accidents Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.