Oil prices are climbing amid the US-Iran conflict, and that raises a critical question for investors: are you underweight Energy? Watch our latest video to find out and why it’s now critical to know.
youtu.be/Mf_NgZywbks?...
Whether you are over- or underweight Energy stocks could meaningfully impact portfolio returns in the coming weeks. Watch our latest video to see where you're at!
youtu.be/Mf_NgZywbks?...
DataTrek: "Oil prices signal the lows for stocks, not the ebb and flow of military activity." www.openingbelldailynews.com/p/stock-mark...
Oil prices are climbing amid the US-Iran conflict, and that raises a critical question for investors: are you underweight Energy?
Watch our latest video to find out!
The Most Important Stocks to Own Right Now youtu.be/Mf_NgZywbks?... via @YouTube
Whether you are over- or underweight Energy stocks could meaningfully impact portfolio returns in the coming weeks. Watch our latest video to see where you're at!
youtu.be/Mf_NgZywbks?...
Energy stocks are one of the few real hedges during an oil price shock. Now is the time to review portfolios and make sure their Energy exposure is properly set.
Watch our latest video to know!
The Most Important Stocks to Own Right Now youtu.be/Mf_NgZywbks?... via @YouTube
Our latest video reviews Energy sector weightings across major global & US stock market indexes. After years of underperformance, too many investors are underweight this group and, we suspect, many don't even know it.
www.youtube.com/watch?v=Mf_N...
Oil prices are climbing amid the US-Iran conflict, and that raises a critical question for investors: are you underweight Energy?
Watch our latest video to find out!
The Most Important Stocks to Own Right Now youtu.be/Mf_NgZywbks?... via @YouTube
The S&P 500 is delivering better average 100-day returns in the 2020s than the 2010s (+5.8%, +4.4%), but with higher volatility (standard deviations of 6.2/9.7 points).
Last week’s mutual fund/ETF money flows are consistent with the YTD data. Fund investors are bullish on everything (non-US stocks, bonds, commodities) except domestic equities.
In this video, we show how oil prices and US stocks reacted to Iraq’s invasion of Kuwait in Aug 1990 & Gulf War I in Jan/Feb 1991. The S&P troughed on the same day WTI peaked, long before there was a resolution to this geopolitical crisis. That's a key lesson for today.
youtu.be/4hNWNQRTqkU?...
Oil prices signal the lows for stocks, not the ebb and flow of military activity.
Investors need not be armchair generals to understand how stocks trade during periods of Mideast military conflict. The 1990 – 1991 experience shows that the S&P 500 bottoms the same day that oil prices peak. Watch below!
youtu.be/4hNWNQRTqkU?...
Worth noting: the last time WTI was over $80/barrel was not that long ago: January 15th, 2025 ($80.73/barrel).
2/2 ...A peak in crude oil prices helped stabilize investor sentiment towards Tech/Growth stocks, making energy prices a key factor in current market direction.
1/2 During the 1990 – 1991 Mideast Crisis, the Nasdaq Comp both fell more than the S&P 500 (-26% vs -17%) and bottomed later (Oct 16th vs Oct 11th). Its subsequent recovery was, however, far more rewarding for investors (1991 return of +57% vs +26% for the S&P)...
US single B corporate bond spreads over Treasuries hit a 9-month high last Friday but are still not at truly concerning levels. The spillover from private credit woes is limited for now, but this issue merits close attention.
$BX $OWL
Investors need not be armchair generals to understand how stocks trade during periods of Mideast military conflict. The 1990 – 1991 experience shows that the S&P 500 bottoms the same day that oil prices peak. Watch below!
youtu.be/4hNWNQRTqkU?...
In this video, we show how oil prices and US stocks reacted to Iraq’s invasion of Kuwait in Aug 1990 & Gulf War I in Jan/Feb 1991. The S&P troughed on the same day WTI peaked, long before there was a resolution to this geopolitical crisis. That's a key lesson for today.
youtu.be/4hNWNQRTqkU?...
Thank you!
Investors need not be armchair generals to understand how stocks trade during periods of Mideast military conflict. The 1990 – 1991 experience shows that the S&P 500 bottoms the same day that oil prices peak.
Read tonight's report by signing up free on datatrekresearch.com!
When looking for a sweet spot to buy back into stocks, Nicholas Colas, co-founder of DataTrek, told MarketWatch that seeing the VIX close at 27.5 or above is as a solid rule of thumb." @jsadinolfi @MarketWatch
www.marketwatch.com/story/wall-s...
2/2 …A peak in crude oil prices helped stabilize investor sentiment towards Tech/Growth stocks, making energy prices a key factor in current market direction.
Read our full take in tonight’s report by signing up free on datatrekresearch.com!
1/2 During the 1990 – 1991 Mideast Crisis, the Nasdaq Comp both fell more than the S&P 500 (-26 vs -17 pct) and bottomed later (Oct 16th vs Oct 11th). Its subsequent recovery was, however, far more rewarding for investors (1991 return of +57 pct vs +26 pct for the S&P)…
US strikes on Iran and oil volatility are dominating sentiment, but history shows the tradable bottom comes before resolution. 📉
Watch our video on "Oil Shocks/War: Lessons from 1990–1991" to see why below!
youtu.be/4hNWNQRTqkU?...
These stock market moves almost never happen.
Tech is splitting.
Capital is rotating.
Global leadership is shifting.
If you think this is “just noise,” you’re missing the signal.
Here’s what the data actually says 👇
youtu.be/oEIBwl0D3Hg?...
2/2 ...On the other end of the spectrum, US mid and small cap equity investors need to have more exposure to Energy, between 4.6% (mid-caps) and 5.5 – 5.9% (small caps). That’s also true for large cap equal-weight investors (4.6%).
$IWM $MDY $IJR $RSP $XLE $ACWI $ACWX
1/2 The MSCI All-Country index has a 3.9% weighting in Energy, which means investors measured against this global equity benchmark should have at least that much exposure to the sector. It’s less for US large cap equity investors, at 3.5% of the S&P 500...
These stock market moves almost never happen — until now. From non-US stocks to small caps and Software stocks, the market’s shifting in ways we haven’t seen in years. Watch 👇
youtu.be/oEIBwl0D3Hg?...
2/2 ....There was some modest panic at the open, although the VIX did not even get to 27.5, its one standard deviation upside level. After that, calmer heads prevailed. The VIX closed near its long run average of 19.4, and the S&P was essentially unchanged.
