From Bespoke – the second worst month for commodities ever.
If you remember from this earlier post, after an asset class takes a big dump it is usually ripe for a two month bounce after waiting for a month. I will track the performance of GSG and DBC from September 1-October 31st.
All of the below had an awful June, and a strategy would be to buy these with a two month hold.
I’ll track the performance with SPY and IWR, EFA and EEM, and IYR and RWX. Other particularly awful performers that could see a bounce are:
Private Equity (PSP)
Foreign Private Equity (PFP)
Maybe I should have done this with “The Ivy Portfolio” – novelist sells shares in his new book.
The market got you down? Feel good movie of the day, “Where the Hell is Matt (2008)?”: