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Commodities vs. Tech

Since the bottom of of the market in the #pandemic (March 2020), the #nasdaq100 and the #commodities index had similar behavior until December 2021. Starting in 2022, with the first high #inflation data point in January 2022, the decoupling between both has been clear. The market has realized the differences between both to cope with inflation and the valuation gap between both asset classes. 60% difference in return in 2 years. Furthermore, commodities are basically the only asset class in positive territory YTD.

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Source: Crescat Calital LLC

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