Market Recovery in Review

As potentially positive economic factors pile up, we look at the market’s recovery, what’s factored into disinflation, and where we go from here. We’ll also examine two strategic competitions: oil vs electricity and real estate vs. the S&P 500.

Key Takeaways

[03:17] - The tailwinds of deflation [07:49] - Is our power grid ready for mass EV usage? [12:06] - Oil isn’t going anywhere [15:03] - Real estate investment compared to the S&P 500

Links

Sam Ro: Everything looked good last week Barry Sternlicht on the ‘category 5 hurricane’ hitting office buildings 6 things that actually cost less than last year, despite inflation Nick Timiraos: Why the drivers of lower inflation matter WTI Oil up 15% in July Goldman Sachs estimates global oil demand has risen to an all-time high Elon Musk’s latest mission: rev up the electricity industry Jeff Currie: oil’s not going anywhere Nick Maggiulli: The Return on Hassle 2010 acres outside Telluride purchased for $130,000 in 40s listed for $67.75M

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Doug Stokes Greg Stokes Stokes Family Office

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