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Barry Ritholtz

@Ritholtz

Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance

calendar_today22-06-2009 20:27:29

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What will it take for commodities to outperform?

Hard assets were up in 2021-22. Inflation was hot, Wars in Ukraine + MidEast, deficit spending, etc. Yet commodities fell yet again in 2023.

10-year returns are negative; commodities are down ~50% since 2008 vs S&P 500, up…

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