標準普爾500指數

SP500 short, SPGSCI long, macro view

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The Chart shows that the SPX hast been growing faster than the GDP, and in comparison, the SPGSCI underperformed (all in % of SPXs growth).

My thesis ist, that the SPGSCI will outperform the SPX in this decade.

Background: The SPX should not grow way faster than the GDP. Demand for commodities ist raising.

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