5 Years - Yes, 60-40 is DEAD
Oil & Gas $XLE +189%
Copper $COPX +134%
Silver $SLV +121%
All Metals $XME +134%
Gold $GLD +118%
Uranium $URNM +93%
Industrials $VIS +87%
Risk Parity $PRAR +0%
Long Bonds $TLT -34% https://t.co/bcrdlOIT6n
View original →5 Years - Yes, 60-40 is DEAD
Oil & Gas $XLE +189%
Copper $COPX +134%
Silver $SLV +121%
All Metals $XME +134%
Gold $GLD +118%
Uranium $URNM +93%
Industrials $VIS +87%
Risk Parity $PRAR +0%
Long Bonds $TLT -34% https://t.co/bcrdlOIT6n
View original →5 Years - Yes, 60-40 is DEAD
Oil & Gas $XLE +189%
Copper +134%
Silver $SLV +121%
All Metals $XME +134%
Gold $GLD +118%
Uranium $URNM +93%
Industrials $VIS +87%
Risk Parity $PRAR +0%
Long Bonds $TLT -34% https://t.co/ri2k6NePJy
View original →5 Years - Yes, 60-40 is DEAD
Oil & Gas $XLE +189%
Copper +134%
Silver $SLV +121%
All Metals $XME +134%
Gold $GLD +118%
Uranium $URNM +93%
Industrials $VIS +87%
Risk Parity $PRAR +0%
Long Bonds $TLT -34% https://t.co/ri2k6NePJy
View original →The Great Bull Market Run since the 1990s
Since October:
$IBIT Bitcoin -47%
vs.
$SOXX Semis +110%
$OIH Oil Svs +65%
$SLV Silver +53%
$WQTM Quantum Computing +38%
$QQQ Big Tech +23%
$GLD Gold +15%
*Crypto has wiped out nearly $2T of wealth, per Grok.
View original →The Great Bull Market Run since the 1990s
Since October:
$IBIT Bitcoin -47%
vs.
$SOXX Semis +110%
$OIH Oil Svs +65%
$SLV Silver +53%
$WQTM Quantum Computing +38%
$QQQ Big Tech +23%
$GLD Gold +15%
*Crypto has wiped out nearly $2T of wealth, per Grok.
View original →Mag7+ORCL, now sending 30-35% of their operating cash flow to Micron (and other memory players).
Since Q3 2024 - The AI Revolution
Micron MU +400%
Gold GLD +74%
Meta META +0%
Microsoft MSFT +0%
Oracle ORCL -3%
Bloomberg data. https://t.co/O623tjuPGf
View original →Mag7+ORCL, now sending 30-35% of their operating cash flow to Micron (and other memory players).
Since Q3 2024 - The AI Revolution
Micron MU +400%
Gold GLD +74%
Meta META +0%
Microsoft MSFT +0%
Oracle ORCL -3%
Bloomberg data. https://t.co/O623tjuPGf
View original →Mag7+ORCL, now sending 30-35% of their operating cash flow heading to Micron (and other memory players).
Since Q3 2024 - The AI Revolution
Micron MU +400%
Gold GLD +74%
Meta META +0%
Microsoft MSFT +0%
Oracle ORCL -3%
Bloomberg data. https://t.co/D1kJHL4KEz
View original →Mag7+ORCL, now sending 30-35% of their operating cash flow heading to Micron (and other memory players).
Since Q3 2024 - The AI Revolution
Micron MU +400%
Gold GLD +74%
Meta META +0%
Microsoft MSFT +0%
Oracle ORCL -3%
Bloomberg data. https://t.co/D1kJHL4KEz
View original →