Entry112.0→Now115.5
Consumer discretionary overshot; recovery ahead. Open original source
XLY Consumer Discretionary 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
11:13
Oct 20
Oct 20
CNBC
Discretionary and autos face slow bleed.
Sarat Sethi expects oil and inflation pressure to show up as valuation compression in consumer discretionary and autos, producing a slow bleed. He cites McDonald's multiple falling from 23x to 17x as an example of de-rating already visible in discretionary, while autos have not yet been hit; a weaker lower-income consumer could add to the pullback.
XLY
Consumer Discretionary Select Sector SPDR
Avoid
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15:01
Oct 19
Oct 19
Bloomberg Markets
Consumer stocks are the wrong place.
Consumer stocks are the wrong place to be: oil at elevated levels and a likely negative fiscal impulse as fiscal support fades should slow growth and pressure consumers, even if oil merely stays high.
XLY
Consumer Discretionary Select Sector SPDR
Avoid
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01:29
Oct 14
Oct 14
The David Lin Report
Consumer discretionary overshot; recovery ahead.
Consumer discretionary is in the gutter and has overshot to the downside. Consumers are practicing 'hate spending'—sentiment is terrible, but retail spending is booming, unemployment is 4.2%, and restaurants still require reservations weeks ahead. Companies tied to forks or sneakers (restaurants, clothing/sneakers) should recover over the next 12 months.
XLY
Consumer Discretionary Select Sector SPDR
Long
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About XLY Investor Commentary
Across the available history and selected sources, Buzzberg tracks XLY (Consumer Discretionary Select Sector SPDR) across 49 sources: 145 bullish vs 33 bearish calls from 230 authors. Historical directional balance: 29% = 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. 386 total trade ideas tracked. Past 7 days, before deduplication: 8 other directions. Latest voices: Sarat Sethi, Max Kettner, Thomas Hayes.