The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

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XLY

State Street Consumer Discretionary Select Sector SPDR ETFPartly aligned
Close 113.46 (2026-10-15)28 days +1.9%1Y -3.3%28 d mentions 2

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
1
No stance
0
Bearish
1
Accounts BullNeuBearNone
@charliebilelloViews ›0100
@bespokeinvestViews ›0010

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

Bull case
  • none
Bear case
  • 1Technicals
  • @bespokeinvest: @bespokeinvest: the average Russell 1,000 stock is 23% below its 52 week high; Consumer Discretionary, Industrials and Technology are weaker at -26% or worse.

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Bearish First call
Technicals · Short term · @bespokeinvest: the average Russell 1,000 stock is 23% below its 52 week high; Consumer Discretionary, Industrials and Technology are weaker at -26% or worse.
2026-10-15 01:11 HKT Original post ↗
Charlie Bilello @charliebilelloViews ›
Neutral First call
Macro · @charliebilello highlights a 56% spread between the best and worst S&P 500 sectors so far this year: Energy $XLE is up 51% while Consumer Discretionary $XLY is down 5%. He says war-driven inflation is rewarding big oil and squeezing consumers.
2026-10-13 09:37 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 2 posts · Bull 0 / Bear 1
    @bespokeinvest: @bespokeinvest: the average Russell 1,000 stock is 23% below its 52 week high; Consumer Discretionary, Industrials and Technology are weaker at -26% or worse. (Bearish)
  • 10/3–10/9 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 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

XLY Bearish2026-10-15 01:11 HKTOriginal post ↗

@bespokeinvest: the average Russell 1,000 stock is 23% below its 52 week high; Consumer Discretionary, Industrials and Technology are weaker at -26% or worse.

See original

The average Russell 1,000 stock is now 23% below its 52-week high. Consumer Discretionary, Industrials, and Technology are even weaker at -26% or worse.

Image 1 ↗

Reasoning: Technicals · Short term

XLY Neutral2026-10-13 09:37 HKTOriginal post ↗

@charliebilello highlights a 56% spread between the best and worst S&P 500 sectors so far this year: Energy $XLE is up 51% while Consumer Discretionary $XLY is down 5%. He says war-driven inflation is rewarding big oil and squeezing consumers.

See original

A stunning 56% spread between the best and worst performing S&P 500 sectors so far this year: -Energy $XLE : +51% -Consumer Discretionary $XLY: -5% War-driven inflation is rewarding big oil and squeezing consumers. Video: https://www.youtube.com/watch?v=5LUZatUEHmM&t=48s

Image 1 ↗

Reasoning: Macro

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

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