Entry49.49→Now51.23
Resource and energy stocks offer diversification. Open original source
XLB Materials Select Sector SPDR Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Entry50.71→Now51.23
Likes materials as underrepresented allocation Open original source
Entry50.83→Now51.23
Rotate into energy, materials, industrials Open original source
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
19:51
Oct 16
Oct 16
Wealthion
Rotate into energy, materials, industrials
He expects a multi-year rotation from financial assets and tech into companies that control hard assets. Over five years, trillions should move into energy, materials, and industrials, lifting their S&P 500 weight from roughly 14% toward 20-30%; investors should reconstruct the S&P with more of these groups than tech.
XLB
Materials Select Sector SPDR
Long
2ND
—
—
04:52
Oct 16
Oct 16
Bloomberg Markets
Likes materials as underrepresented allocation
She likes materials as an allocation, partly because the S&P is heavily concentrated in technology services, leaving materials underrepresented.
XLB
Materials Select Sector SPDR
Long
1ST
—
—
13:00
Oct 14
Oct 14
Monetary Matters
Resource and energy stocks offer diversification.
Resource stocks, including energy, have strong diversifying characteristics because their correlation with other stocks drops over longer timeframes. They are well positioned for inflationary shocks when most other stocks suffer. GMO has liked them for a while and would be overallocated to resources on a secular basis.
XLB
Materials Select Sector SPDR
Long
1ST
—
—
About XLB Investor Commentary
Across the available history and selected sources, Buzzberg tracks XLB (Materials Select Sector SPDR) across 34 sources: 169 bullish vs 3 bearish calls from 139 authors. Historical directional balance: 77% = 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. 215 total trade ideas tracked. Past 7 days, before deduplication: 2 bullish, 1 other directions. Latest voices: Lawrence McDonald, Carol Schlife, Ben Inker.