Lifted in toto (with a reverse half-twist on the headline) from Infectious Greed:
It is sort of eye-popping the dominance of commodities so far this year. Check the numbers on the following YTD graphic from Finviz. There will come a worrying time when no-one will be talking about anyone else, and your neighbor starts asking you about your soybean oil and feeder cattle exposure, but it's not here yet. Yet.