This Asset Class Crushed the Stock Market Last Month. Can It Continue in August?

Commodities surged 12% in July driven by crude oil's 23% rebound amid Persian Gulf tensions, while the S&P 500 remained flat and tech stocks fell. However, the article suggests REITs may be a more reliable investment, as they've gained 14% year-to-date, outperforming the market. Lodging and data center REITs are leading the sector's recovery due to returning office workers and AI-driven data demand.