𝙨𝙤𝙧𝙩𝙤𝙫𝙖𝙠
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𝙨𝙤𝙧𝙩𝙤𝙫𝙖𝙠
@sortovak
Finding clarity in complexity • $STAG $UGI $CHDN $NKE $V $LMT $AUR







Ken Griffin just spent $38 Million to buy the apartment next to him at his apartment at 740 Park Avenue in New York City - WSJ







The gap between Wall Street and Main Street has never been bigger: US consumer sentiment is down to 47.6 points, the lowest level in history. At the same time, the S&P 500 is trading just 3% from its all-time high. Since the 2020 pandemic, consumer sentiment has fallen -50%. During the same period, the S&P 500 has rallied +205%. This comes as inflation, rising housing costs, and a weakening job market are increasingly squeezing the average American household. Meanwhile, 87% of all equities are held by the wealthiest 10% of households. Asset owners are the biggest winners in this economy.
















