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What's been the best hedge against inflation over the past 50 years?

00:01 - 28/05/26

 

 

Last 10 Years...

 

25 yrs ago: Walmart revenue 68x larger than Amazon 20 yrs ago: Walmart revenue 36x larger than Amazon 15 yrs ago: Walmart revenue 12x larger than Amazon 10 yrs ago: Walmart revenue 4x larger than Amazon Today: Amazon revenue > Walmart revenue

 

The longest duration bond ETF is down over 60% from its peak in March 2020

 
 

Consumer sentiment just hit an all-time low. The good news: historically, that’s been a great contrarian indicator. The worse people feel about the future, the better the stock market has performed

 

 

 

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