Shelter Inflation & The AI Gamble

Each week, the Stokes Family Office staff puts together a list of our favorite news and updates on all things wealth management. From financial planning, portfolio construction, tax and estate planning, and retirement plan services to anything we found interesting.  Enjoy this week’s curated list for your weekend reading!

ECONOMY NEWS

This Job Has Become The Ultimate Case Study For Why AI Won’t Replace Human Workers

• CNN: Want to understand how artificial intelligence could change your job? Look to radiology as a clue.

Expect Shelter Inflation To Continue Abating In The Next Few Cpi Reports

• The Bonddad Blog: Recent rent-related measures point to continued disinflation in the U.S. shelter component of the Consumer Price Index, suggesting that shelter inflation will keep slowing in the next few CPI reports.

America’s $1T AI Gamble

• Joseph Politano: US AI-related investment keeps breaking records, with total software, computer, & data center spending now exceeding $1T per year.

Related:

• • • A New Fed Chair, Manufacturing, & Diversification
    • Greenland, Oil, & The Middle Class
    • Consumer Confidence & Market Myths
    • 4th Quarter 2025 Update
    • Newsweek Names Stokes Family Office One of America’s Top Financial Advisory Firms 2026

MARKETS NEWS

Ben Carlson: Some Things I’ve Been Wrong About

• Bitcoin becoming digital gold, memestock crash slowing speculation, DoorDash being a Covid fad, an inevitable AI bubble, and more.

The Beautiful Chart That Busts 3 Stock Market Myths

• Jeffrey Ptak: This time isn’t different.

We’re Learning More About Who’s Winning And Losing In The AI Revolution

• Sam Ro: While software stocks get crushed, companies across a wide range of industries are deriving real economic value by applying AI to daily business use cases.

Related:

• • Bull Markets, Skimpflation, & The Dollar
  • Market Timing & The Fed’s AI Challenge
  • Stokes Family Office Ranked Top RIA Firm by Financial Advisor Magazine For 3rd Consecutive Year
  • Stokes Family Office Welcomes Daniel Becker as Managing Director

CHART(S) OF THE WEEK

Truflation US CPI today: 0.68%

Official US CPI for December: 2.7%

Via Truflation: “Truflation US CPI tracks millions of prices at the point of sale across the US, both digital and brick-and-mortar, to calculate a year-over-year percentage rate each day. Although our numbers are never exactly the same as the BLS CPI (the official headline inflation), our analyses show you can use our data to predict changes in the BLS CPI trends with a 45-72 day lead. In periods of higher data volatility, the lead extends to the 72-days.”

Stokes Family Office is 100% Family Owned, and has been continually operating in the New Orleans Area for over 35 years.  As a family office, we are focused on family wealth, financial planning, and tax planning. We are your local experts for Gulf South wealth management. Want to hear more from our team? Check out the Lagniappe Podcast.