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Which Sectors, Styles And Strategies Are Working In 2014

Tyler Durden's picture




 

Remember when stable, self-sustaining recoveries were led by Utility stocks outperforming every other asset class and sector (and returning 3x Financials)? Neither do we. But as the following chart showing the performance of all the sectors, styles and strategies in the first half of 2014, it just doesn't matter.

The reason: with virtually every asset class generating positive returns, there was something for everyone in the first half. Well, everyone except macro hedge funds: they were the only asset class (since we are not quite sure how to classify the EURUSD) that was down so far in 2014 with the broader hedge fund universe barely doing much better at just up 2% in the first half, continuing its inability to outperform the S&P for the 6th consecutive year - an S&P which as we keep repeating, simply needs no hedges - after all, it is m[i|a]ro managed by the biggest Chief Risk Officer of all, the global central bank consortium. And when the Fed finally fails, no amount of short hedges will be able to offset what comes next.

Source: Goldman Sachs

 

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Thu, 07/03/2014 - 11:58 | 4921703 NoDebt
NoDebt's picture

I prefer this article's twin.

Thu, 07/03/2014 - 12:14 | 4921766 NotApplicable
NotApplicable's picture

Oooh, the colors! What do they mean?

Thu, 07/03/2014 - 12:03 | 4921725 Ozy_mandias
Ozy_mandias's picture

Even Tyler double posts

Thu, 07/03/2014 - 12:11 | 4921752 buzzsaw99
buzzsaw99's picture

lever up and buy whatever. you can't lose. as a matter of fact the less research one does the better. just buy and keep buying bitchez.

Thu, 07/03/2014 - 12:15 | 4921765 NoDebt
NoDebt's picture

Whatever you do, IMMEDIATELY buy every IPO.  No, you're not going to get an allocation like the big boys, but it doesn't matter.  Buy immediately in the secondary market, double your money in a week and..... just keep holding it.  Forever.

For everything else, there's a stock page and darts.  You can't miss.

Thu, 07/03/2014 - 12:15 | 4921773 youngman
youngman's picture

It feeds on itself.....if they can get 20% gains again this year...where else should you go....everyone will jump into the game...and 20,000 will not be that far off....

Thu, 07/03/2014 - 13:02 | 4921802 onelight
onelight's picture

BNW..

Thu, 07/03/2014 - 15:14 | 4922423 Save_America1st
Save_America1st's picture

 

It looks like silver is up about 7.8% since the first of the year and gold is up around 9.5% or so.  I don't see silver mentioned.  But if all you bought with your excess fiat this year so far were silver and gold you're doing just fine. 

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