Energy stocks just hit +50% YTD in 196 trading days. That's the 5th fastest any S&P sector has done this since 1990.
For context: Energy did it in 94 days back in 2022 (the fastest ever). Tech managed it in 133 days (1996) and 160 days (1997).
Meanwhile, Consumer Discretionary, Consumer Staples, Industrials, Materials, and Real Estate have never even hit +50% in a year since 1990.
This is one of the strongest sector moves we've seen in decades. When a sector outperforms this hard, it usually means something big shifted in supply, demand, or investor psychology. Worth watching how long this momentum holds.
For context: Energy did it in 94 days back in 2022 (the fastest ever). Tech managed it in 133 days (1996) and 160 days (1997).
Meanwhile, Consumer Discretionary, Consumer Staples, Industrials, Materials, and Real Estate have never even hit +50% in a year since 1990.
This is one of the strongest sector moves we've seen in decades. When a sector outperforms this hard, it usually means something big shifted in supply, demand, or investor psychology. Worth watching how long this momentum holds.
