Entry184.69→Now184.91
XLV included in LF portfolio Open original source
XLV Health Care Select Sector SPDR Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
17:42
Nov 05
Nov 05
Bloomberg Markets
Health care tops non-AI shopping list.
Asked for his shopping list in the selloff, Chaloff says he would start with health care as an area outside the AI trade that his firm has been flagging for a year.
Healthcare sector
Healthcare sector
Long
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17:42
Nov 05
Nov 05
Bloomberg Markets
Already rotated into health care.
Hunt says her firm had already moved into health care, going to where the puck is going as AI tech names became a problem for next year. Her approach weighs cash flow and balance sheets, and she says that rotation has been running underneath the market all year.
Healthcare sector
Healthcare sector
Long
Position: Holding
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17:22
Nov 05
Nov 05
Bloomberg Markets
Healthcare and defense diversify away from AI.
For investors who want to diversify away from the AI trade (the 'orthogonal trade'), Chaloff says he has a shopping list and would start with healthcare. He also names defense companies as another area outside the AI trade that his firm has been discussing for about a year. Healthcare is first on his buy list. Defense is named with less commitment.
Healthcare sector
Healthcare sector
Long
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About XLV Investor Commentary
Across the available history and selected sources, Buzzberg tracks XLV (Health Care Select Sector SPDR) across 68 sources: 355 bullish vs 5 bearish calls from 281 authors. Historical directional balance: 66% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 528 total trade ideas tracked. Past 7 days, before deduplication: 7 bullish, 17 other directions. Latest voices: Alex Chaloff, Sarah Hunt.