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Tag: XLY

Tech vs. Financials vs. Consumer Discretionary

Avatar photo Doug Kass on June 24, 2026

Tech ($XLK) vs Financials ($XLF) vs. Consumer Discretionary ($XLY) as of 10:08 AM:

Position: None

Rocky Start to Iran Deal, Charting LESS Volatility, Bracing for Price Data

Avatar photo Stephen Guilfoyle on June 22, 2026

Let’s check the latest on the Iran deal after a bumpy weekend; also, how the bears, bulls and … Sarge sees the chart of the S&P.

SanDisk Hits Magic Number; Semis Surge; Marvell, Micron Jump

Avatar photo Stephen Guilfoyle on June 16, 2026

How should we approach SanDisk now that it hit our price target? Also, let’s chart the market to see if it’s our ‘cup’ of tea….

Peace Eludes, Rate-Cut Shot Fades, Semiconductors Slide, But Jobs Shine

Avatar photo Stephen Guilfoyle on June 8, 2026

Let’s check the ceasefire talks as fighting breaks out, the semis under pressure, jobs data … and see what’s ahead this week.

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