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  • Julie Skye

2nd Week of July 2021 Thoughts

Pretty much the whole world has accepted that decarbonization is an imperative, and that every stakeholder has to play a role, including private financial institutions.” Our very own James Mitchell, a local Tulsan, now with Rocky Mountain Institute.


What started as a $2 trillion infrastructure plan pitched by the White House is now a $1 trillion plan backed by the president and 10 senators from both parties. Here are the earmarked expenditures:



It is critical that all portfolios have exposure to the sector: our portfolios are very unique as they have always had global, sustainable infrastructure and water exposure. I’ll attach a Fact Sheet of one portfolio for you to review!


Required Disclosures: Always read the fine print!

The foregoing content reflects the opinions of Sustainable Advisors Alliance LLC and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions, or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance any investment plan or strategy will be successful.


You might not have even noticed it before last year, but because Bitcoin has been around for a decade, we have lots of price data. Even after the bounce in bitcoin this week, its price is still over 48% below its all-time high reached just over two months ago in mid-April. 48% is nothing compared to prior drawdowns. Following peaks back in early 2011, 2013, late 2013, and 2017, bitcoin's price fell anywhere from 70% to 93% each time. There is no other asset class I’ve seen that can lose this much so fast: if you are wondering if this is the time to jump in…be prepared for numbing drops.


😲 Why does this matter to you? When there is such a game-changing innovation that actually might need to be added as an extra asset class…I put aside my “forget-about it” attitude and follow it to see if, and when, it needs to show up in your portfolio. Sort of like gold, silver, and other metals…controversial, and really, up to each investor to decide when they want to test the waters.


If tree falls in the forest, but no traders are there to hear it…did it really happen? Lumber is crashing and the run-away prices is part of the reason the housing market has stalled out. Seems the pandemic has chased many people out of apartments and city centers.

😊😲 Why does this matter to you? So much of our economy depends on housing: this is something we need to pay attention to but this good news for builders as it will take some inflation pressure off of our economy!

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