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Commodities Overtake Stocks in 2024: Mean Reversion or Regime Change?

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It had to end eventually. Whether last week’s shift in the pole position endures is something else entirely. But for the moment, US equities are...

Commodities Are Still an Intriguing Contrarian Trade

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Reviewing 2023 results for the major asset classes reflects a long list of winners, with one conspicuous downside outlier: commodities. Amid widespread gains in global...

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