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YTD recap

As we start the second half of the year, it’s good to have a look at the different asset classes returns with perspective. First, cryptos have quietly rebounded from last year carnage, and are once again at the top of the table. Commodities, however, are struggling as the #fed contienus to fight inflation with #ratehikes. Bonds, tips and particularly cash are at the bottom of the table this year, even as investors contien to have a lot of cash on their portfolios, or maybe because of it. As you can see, YTD23 is almost the exact opposite of what happened on 2022. Finally, with more than a decade of perspective, Since 2011, the Nasdaq 100 stocks, have almost doubled the return of global small caps and tripled the return of Int’l stocks.


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Table source: Charlie Bilello



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