CH Investment & Economic Strategy Lunch 2023

Investing in the next cycle #5: blessed are the goods makers

US EQUITY TOTAL RETURNS

9000

9000

8000

8000

TOBACCO STOCKS

7000

7000

6000

6000

5000

5000

4000

4000

3000

3000

TECHNOLOGY

2000

2000

1000

1000

S&P500

0

0

1990 1995 2000 2005 2010 2015 2020 2025

1

Source: Standard & Poor’s, Bloomberg, NBER

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