Those hapless investors who ignored my advice to sell in May and go away certainly paid the price. Take a look at the chart below of year to date asset class performance showing the shakeup that spring wrought in all its gory detail. The shift last month from green to red columns is more than conspicuous. Those with a sweet tooth for sugar developed serious cavities in their returns with a -46% fall. Perfect weather and growing conditions assured that buyers of oats, rough rice, wheat, and corn are suffering from indigestion. On the other hand, your investments in lean hogs, up 20%, and live cattle, would have bailed you out from this predicament. Gold, palladium, platinum, lumber, and the dollar also helped you hedge your other losses. What else is on top? The investment that everyone loves to hate, 30 year Treasury bonds.