With the year halfway over I think it is a good time to review the best sectors. Below is a chart of the year to date performance of various market sectors. While basic materials, energy, and tech may be the most popular trades, it has been the boring and unloved health care and utilities sectors, which have performed the best so far this year.
click chart for larger image
Below is a chart of the best performing assets YTD. Leading the list is heating oil, corn, hogs, and silver. The laggards are lumber, sugar, wheat, and copper. And if you want to see a proxy for the real inflation rate-- look no further than gold's 7.3% rise for a confirmation of stagflation.
Black Swan Insights
click chart for larger image
Below is a chart of the best performing assets YTD. Leading the list is heating oil, corn, hogs, and silver. The laggards are lumber, sugar, wheat, and copper. And if you want to see a proxy for the real inflation rate-- look no further than gold's 7.3% rise for a confirmation of stagflation.
Black Swan Insights
Borng stocks are usually the most stable healthcare along with food stocks seem to hold up in good times and bad.
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