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- Oil Prices Are Back Above $100 . History Says the Biggest Stock Market Loser May Now Offer the Biggest Upside .
Oil prices have mostly stayed above $100 a barrel due to supply concerns tied to the Iran war, and energy is the best-performing S&P 500 sector this year with a gain of more than 50%. The author argues energy stocks may have limited upside unless oil keeps rising, since they tend to move with oil, and believes oil is more likely to fall once the conflict is resolved, with annualized inflation at 3.7% in September. Instead, the article favors consumer discretionary stocks, the worst-performing sector this year with a 7% loss, trailing the S&P 500 by roughly 20 percentage points amid near-record-low consumer sentiment and affordability pressures. It points to 2022, when Brent crude rose 35% while the consumer discretionary ETF fell 36%, and 2023, when Brent finished about 3% lower while the sector gained around 40%, as a recent precedent for a rebound if the war ends and inflation cools. The author stresses this is not a prediction, but XLY could offer one of the better long-term opportunities for outperformance.
- Oil Prices Are Back Above $100 . History Says the Biggest Stock Market Loser May Now Offer the Biggest Upside .
Oil has traded above $100 a barrel for most of the past month, driven by the Iran war, and energy is the best-performing S&P 500 sector this year with a gain of more than 50%. The author argues oil is rising on supply concerns rather than demand, so energy stocks could fall sharply once the conflict ends, and is less bullish on the sector. By contrast, consumer discretionary (XLY) is the worst-performing sector this year, down 7% and trailing the S&P 500 by roughly 20 percentage points, as annualized inflation of 3.7% in September and near all-time-low consumer sentiment weigh on it. The author points to 2022, when Brent rose 35% while XLY fell 36%, and 2023, when Brent fell about 3% while XLY gained about 40%, as reasons the sector could offer long-term opportunity, while stressing this is not a prediction.
- Oil Prices Are Back Above $100. History Says the Biggest Stock Market Loser May Now Offer the Biggest Upside.
Oil has mostly stayed above $100 a barrel over the past month because of the Iran war, and energy is the best-performing S&P 500 sector this year with a gain of more than 50%. The author argues energy stocks have limited upside unless oil keeps rising, and believes oil's next big move is lower once the conflict ends, with annualized inflation at 3.7% in September and prices driven by supply concerns rather than demand. Instead, the article points to consumer discretionary stocks (XLY), this year's worst sector with a 7% loss, which fell 36% in 2022 when Brent rose 35% but gained around 40% in 2023 as Brent finished down about 3%. The author stresses this is not a prediction that the pattern will repeat.
- If a Bear Market Is Underway, History Says This Is the Biggest Investing Mistake to Avoid
As of Oct. 9, the S&P 500 was up 14% in 2026, and if the trend holds it would be the fourth straight year of double-digit gains, extending a bull market that began in October 2022. The article argues the biggest mistake investors make in a bear market is selling their whole portfolio after steep losses, because that requires correctly timing a later rebound. Citing Stifel Financial, it says the average bear market since 1932 has lasted about 1.5 years, versus 4.9 years for the average bull market. It advises knowing exactly what you own and keeping a cash buffer to buy during downturns, since no one knows when the next bear market will start.
- Cybertruck Deliveries Look Dismal Again, After Truck Called 'Biggest Flop In Automotive History'
Bloomberg compared Tesla's Cybertruck with Ford's Edsel, after several outlets labeled the truck the 'biggest flop in automotive history.' Tesla lists the Cybertruck under 'Other Models' with the Model S and X, so its sales only became visible in Q3 2026, when the category delivered 8,295 vehicles, down 48% from 15,933 a year earlier. Electrek estimates Tesla delivered 7,000 to 8,000 Cybertrucks in the quarter, a pace of about 30,000 a year and roughly 13% of Tesla's 250,000-unit target. Q3 was better than earlier quarters thanks to a cheaper dual-motor trim, gas averaging $4.35 per gallon in early October, and a backlog of orders; Tesla raised prices by $5,000 in August, putting the dual-motor at $74,990. Garrett Nelson of CFRA Research said the truck will more likely 'fade away' than be discontinued outright.
- History Says Micron Stock Saves Its Biggest Gains for the Fourth Quarter. This Year, Its Outlook Points the Same Way.
Micron shares have averaged a gain of about 19% in the fourth quarter over 2016 to 2025, but they are down about 8% from the Sept. 30 close, at roughly $983. The three years without gains coincided with weakening business, whereas fiscal Q4 2026 revenue hit a record $54.2 billion, up 379%, and the company expects growth in every quarter of fiscal 2027. DRAM price gains are slowing but still rising, with TrendForce forecasting 10% to 15% increases in Q4 2026. The author argues history alone isn't enough to justify a purchase, but says the current outlook points the same way as good years and he would consider a small position ahead of the next report.
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