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When in Doubt, Zoom Out

The Compound and Friends

CHAPTER

The Consumer Is Still the Best Performance Sector in the Back Half of Last Year

The best performing sector in the back half of last year when the market bottomed in June was consumer discretionary. Even still with the rally that we've seen in technology on an equally weighted basis, the consumer is still the best performing sector. That's to me the least surprising externality of this. Are you calling Twitter X? I'm not going to. No, nobody is. When you send a tweet, are you Xing? Is that... I think you're zeding. Nobody. What are you laughing at?

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