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Energy Select Sector SPDR Fund Stock Discussion

Gilley

18 hours ago

$Energy Select Sector SPDR Fund(XLE.US)$ oil blow up

ColumnsAustralia's H2 2024 investment landscape: how to seize market opportunities?

Jinta Hong, CFA
Background
As we enter the second half of 2024, the global financial landscape remains dynamic, influenced by international relations and economic policies. While major markets like the US, Japan, India, and parts of Europe have seen significant growth, Australia has faced challenges such as inflation and weak Chinese economic performance. The $S&P/ASX 200(.XJO.AU)$ index reached a historic peak in April ...

2024 half-year recap: Tell us your trading story

Robberoni

Jul 5 16:32

A modest start to investing

I started in the beginning of June focusing almost entirely on ETFs putting in about 1k total. I've been holding $Vanguard S&P 500 ETF(VOO.US)$ and $Roundhill Magnificent Seven ETF(MAGS.US)$ mainly with a bit in $Energy Select Sector SPDR Fund(XLE.US)$ to round myself out better. I'm not into day trades/basic stocks yet, but I'm content snowballing the long haul for now. Don't think it counts as a true half-year, but it's what I've managed so far

2024 half-year recap: Tell us your trading story

nerdbull1669

Apr 14 08:06

Next Week Focus On Oil, Treasuries and Energy ETF

We saw semiconductor stocks such as $Intel(INTC.US)$ and AMD (AMD) experienced significant losses, nearing 5%, following reports that China has mandated telecom companies to replace foreign chips with domestic ones by 2027.
With this mandate, Intel and AMD would face substantial challenges, these 2 companies has China as their market. With Intel Q1 results coming up on 25 April and AMD would release their results on 01 May, we would need to be awa...

S&P energy stocks are on a roll: Will oil prices break 100?

Gilley

Apr 9 14:54

$Energy Select Sector SPDR Fund(XLE.US)$ for how much oil dropped today this etf barely went down

Invest_Kaki

Apr 9 08:28

Decoding Warren Buffett's Recent Oil Moves | Something HUGE is happening to the Oil Markets

Oil prices are increasing again due to the Geopolitical tensions of both the Russia-Ukraine and the Middle East vs Israel.
What's more shocking is that analysts are predicting that prices are likely to break out of $100 mark even if these tensions start to ease.
Warren Buffett's Berkshire Hathaway has significant investments in the oil sector, with over $32 Billion vested in $Chevron(CVX.US)$ and $Occidental Petroleum(OXY.US)$ !...

S&P energy stocks are on a roll: Will oil prices break 100?

Gilley

Apr 5 10:53

$Energy Select Sector SPDR Fund(XLE.US)$ feel like manipulation is rampant in the usa market like no gain till I sell calls the stock only moves up after even though oil ran nuts yesterday

Moomoo AI

Mar 25 14:26

Analyst Michael Wilson predicts a catch up in Energy equities to close the gap between oil prices and the sector's performance. The MS North American Energy Research team recommends ConocoPhillips, Devon Energy Corp., Occidental Petroleum Corp., and Diamondback Energy Inc.

Morgan Stanley Upgrades Energy to Overweight - Here Is Why.

SpyderCall

Mar 16 16:28

Should We Be Worried About Inflation?

All Eyes on the Upcoming Fed Meeting
With interest rates and inflation being the main concern for investors these days, all eyes will be on the Federal Reserve's interest rate decision coming this Wednesday.
Many analysts are calling for a resurgence in inflation. While the Federal Reserve has been standing by their word, saying that inflation is under control and we are on the path towards rate cuts this year.
If the Fed believes that inflation is no longer...

Powell hints at rate cuts this year: What do you think?

BelleWeather : I think proper portfolio positioning vis a vis inflation is important. The concern I have is stagflation, so I’m trying to be defensive to that. This is difficult. And timing the market is impossible and crazy-making, so I personally am taking each day as it comes.
I don’t think anyone is going to sell off over these concerns, and Powell is not about to fan those flames either!

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SpyderCallOP BelleWeather: They might not sell over these concerns. But when these variables are present, then any negative catalyst will likely catalyze a selloff. For example, if we get bad rhetoric from Powell next week, then we might see extra volatility. That being said, in the current environment, any selloff will be a good buying opportunity until something breaks in the economy.

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SpyderCallOP BelleWeather: So far, wages and employment numbers have held up, so stagflation is not a concern until inflation picks back up. With the way oil and gasoline prices have been climbing, we could possibly see a stagflationary environment soon, but not yet. Things are almost perfect in the economic data currently. We are in a goldilocks zone for the Fed right now. And if things get worse, then the Fed has already mentioned cutting rates. That would be even more accomodative for equities as the "Fed Put" will be in play at that point. So, if we do see stagflation, it shouldn't last long as the Fed will accommodate markets when the inflation, wages, or employment situation changes negatively.

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BelleWeather : Agreed on the Goldilocks zone vis a vis the Fed mandate save one issue - the reserve bank balance is almost out - won’t they have to move to correct that?

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SpyderCallOP BelleWeather: They have been greatly decreasing the balance sheet since march 2022. This is done through selling treasury bonds or mortgage securities. Short-term treasuries, like bills, have been the biggest culprits for the runoff of the balance sheet. This has been unwinding the massive amount of asset purchases since the 2008 financial crisis.
They purchased all of these assets back then as a form of quantative easing to boost the economy. Right now, they are selling treasury notes at sky-high yields to provide liquidity to banks essentially. This is putting more liabilities onto the balance sheet, which brings the balance down.
I don't think the balance sheet runoff is such a big deal at the moment.
Once the economy is showing signs of trouble, then I think we will need to worry about the Fed balance sheet. If they start buying assets, essentially quantative easing, then they might think that there is weakness in the economy.
You might think that with the Fed balance falling like it is, then long-term treasuries should be falling along with the balance. But that has not been the case since last November as these treasuries have been climbing.
This tells me that the balance sheet is now falling because the Fed is adding liquidity through short-term bond sales, which inject liquidity into the economy, which is good for an economy and equities.

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