USO

Stance mix of tracked accounts 3 accounts mentioned it · latest post counts

Accounts	Bull	Neu	Bear	None
@RedDogT3Views ›	0	1	0	0
@leadlagreportViews ›	0	1	0	1
@carlquintanillaViews ›	1	0	0	0

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Partly aligned. No clearly opposing views so far.

By week Last 4 weeks

• 10/10–10/16 · 2 posts · Bull 1 / Bear 0
  @carlquintanilla: @carlquintanilla quotes J@johnauthers: front month Brent futures are back to $106 per barrel and the six month price hit a record as investors abandon hopes the conflict will end soon. (Bullish)
• 10/3–10/9 · 2 posts · Bull 0 / Bear 0
  @RedDogT3: 📺 A HEALTHY PULLBACK OR SOMETHING MORE SERIOUS? + $TLT THE BIGGEST MACRO PROBLEM + $NVDA NEED TO HOLD 8-DAY + $TSLA IS BUILDING A BULLISH PATTERN + $AMZN / $GOOGL / $SPCX UPDATES The market is getting increasingly complicated. Rising Treasury yields, elevated oil prices, and deteriorating breadth are putting pressure on equities, even as the S&P 500 and Nasdaq remain relatively resilient. After a strong four-day rally, $SPY and $QQQ became extended and are now pulling back toward their 8-day moving averages. That's not necessarily bearish. A healthy reset would be constructive, but the combination of higher rates, rising oil, and systematic selling is making things sloppier. * The real concern is what's happening beneath the surface. The average momentum stock is estimated to be down 50%–60%, while the average S&P 500 stock is down 17%–18%. More stocks are breaking down, and Big Tech is increasingly carrying the indices. $SPY broke its previous low at $773.61, bringing the 8-day MA into focus. $QQQ is also showing signs of exhaustion, with a potential island-top formation. The $747–$748 area is critical support, followed by a possible gap fill near $745. * $TLT is arguably the biggest problem. Despite a strong Treasury auction on Wednesday, long-duration bonds are making new lows around $76.43–$76.45. That means yields are continuing to rise, creating a major headwind for equities. Another auction today could be important. * $USO is also worth watching. Oil (Neutral)
• 9/26–10/2 · 0 posts · Bull 0 / Bear 0
  No discussion
• 9/19–9/25 · 0 posts · Bull 0 / Bear 0
  No discussion

Key views and how they evolved Newest first

Carl Quintanilla@carlquintanilla

USO Bullish2026-10-14 02:12 HKTOriginal post ↗

@carlquintanilla quotes J@johnauthers: front month Brent futures are back to $106 per barrel and the six month price hit a record as investors abandon hopes the conflict will end soon.

See original

AUTHERS, on Brent: “.. first-month futures are back to $106 per barrel, while the price for six months hence has reached a record as investors abandon the notion that this conflict will be over soon.” J@johnauthers https://www.bloomberg.com/opinion/newsletters/2026-10-13/trump-s-oil-deal-needs-the-houthis-to-behave

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Reasoning: Macro · Medium term Specific

Michael A. Gayed, CFA@leadlagreport

USO Neutral2026-10-11 00:30 HKTOriginal post ↗

Wednesday's CPI will likely put the whole Fed fight in one gap: Cleveland Fed nowcast 3.60% headline, 2.39% core. That 1.2 points is mostly the gas pump. A rate hike cannot pump a barrel. Only a core print of 0.3% or hotter earns a December hike. $TLT $USO

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Reasoning: Macro Specific

Scott Redler@RedDogT3

USO Neutral2026-10-08 21:08 HKTOriginal post ↗

📺 A HEALTHY PULLBACK OR SOMETHING MORE SERIOUS? + $TLT THE BIGGEST MACRO PROBLEM + $NVDA NEED TO HOLD 8-DAY + $TSLA IS BUILDING A BULLISH PATTERN + $AMZN / $GOOGL / $SPCX UPDATES The market is getting increasingly complicated. Rising Treasury yields, elevated oil prices, and deteriorating breadth are putting pressure on equities, even as the S&P 500 and Nasdaq remain relatively resilient. After a strong four-day rally, $SPY and $QQQ became extended and are now pulling back toward their 8-day moving averages. That's not necessarily bearish. A healthy reset would be constructive, but the combination of higher rates, rising oil, and systematic selling is making things sloppier. * The real concern is what's happening beneath the surface. The average momentum stock is estimated to be down 50%–60%, while the average S&P 500 stock is down 17%–18%. More stocks are breaking down, and Big Tech is increasingly carrying the indices. $SPY broke its previous low at $773.61, bringing the 8-day MA into focus. $QQQ is also showing signs of exhaustion, with a potential island-top formation. The $747–$748 area is critical support, followed by a possible gap fill near $745. * $TLT is arguably the biggest problem. Despite a strong Treasury auction on Wednesday, long-duration bonds are making new lows around $76.43–$76.45. That means yields are continuing to rise, creating a major headwind for equities. Another auction today could be important. * $USO is also worth watching. Oil

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Reasoning: Technicals Specific

No-stance mentions (1)

Michael A. Gayed, CFA@leadlagreport

USO No stance2026-10-09 22:00 HKTOriginal post ↗

Delta just proved demand is not the problem. Oil is. Record September-quarter revenue. Q4 revenue guided up about 20%. Full-year EPS cut to $5.10-5.60 from $6.50-7.50 anyway. The gap is roughly $6B of extra fuel. A rate hike cannot refine a barrel. $DAL $JETS $USO

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Reasoning: Fundamentals Specific

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.