Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:
- How have the financial markets performed over the past couple of weeks?
- What are the important elements in the August employment report?
- Why have some of the Magnificent 7 stocks drifted modestly lower over the past couple of weeks?
- With consensus earnings per share figures for the S&P 500 companies projected at $242.42 for 2024 (up 10%) and $278.92 per share for 2025 (up 15%), do you think that these earnings expectations are realistic?
- Do you see value stocks outperforming growth stocks over the next twelve months?
- Why are energy stocks (CVX, SLB, etc..) weakening?
- As the Fed eases, how will the US Treasury yield curve shift?
- Are US mortgage rates becoming more attractive?
Be sure to subscribe so you never miss the latest updates on investment management, the economy and much more in this podcast hosted by Anthony Wilhelms of Nicolet Wealth Management.
Show Notes:
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Contact information for Anthony Wilhelms, Adam Longlais, and Mike Steppe
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