Below is our daily list of the twenty best and twenty worst performing ETFs over the last five trading days.  It’s rare that inflation-sensitive assets like commodities (silver, natural gas, gold) rally at the same time as long-term bonds (which are typically inflation sensitive), but that’s what has happened over the past 5 sessions. For that matter, it’s also rare to see commodities and the USD both move up, but that has also happened.  Meanwhile, in Europe, it’s pure carnage as Italy, Spain, France, and the megacaps in the Stoxx 50 are all down over 8.5%.  Solar stocks and energy stocks have also underperformed sharply.

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