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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XRT

State Street SPDR S&P Retail ETFPartly aligned
Close 87.02 (2026-10-16)28 days +6.1%1Y +3.6%28 d mentions 2

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

BullishNeutralNo stanceBearish
Bullish
0
Neutral
2
No stance
0
Bearish
0
Accounts BullNeuBearNone
@leadlagreportViews ›0100
@howardlindzonViews ›0100

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

Bull case
  • none
Bear case
  • none

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
Neutral First call
Technicals · Ivan Hoff: Momentum Monday - Correction in AI Stocks. Mentions @MarketSurge @howardlindzon $SMH $QQQ $XBI $XLE $XRT
2026-10-19 04:18 HKT Original post ↗
Michael A. Gayed, CFA @leadlagreportViews ›
Neutral First call
Basis not tagged · Michigan's current-conditions gauge just hit 44.7, the lowest on record. The S&P closed Friday just under its all-time high. That is not a disconnect. Gas and borrowing costs tax the bottom; asset prices pay the top. A December hike lands on the half already paying. $SPY $XRT
2026-10-10 22:00 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/13–10/19 · 1 posts · Bull 0 / Bear 0
    @howardlindzon: Ivan Hoff: Momentum Monday - Correction in AI Stocks. Mentions @MarketSurge @howardlindzon $SMH $QQQ $XBI $XLE $XRT (Neutral)
  • 10/6–10/12 · 1 posts · Bull 0 / Bear 0
    @leadlagreport: Michigan's current-conditions gauge just hit 44.7, the lowest on record. The S&P closed Friday just under its all-time high. That is not a disconnect. Gas and borrowing costs tax the bottom; asset prices pay the top. A December hike lands on the half already paying. $SPY $XRT (Neutral)
  • 9/29–10/5 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/22–9/28 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

XRT Neutral↻ Repost of @ivanhoff2026-10-19 04:18 HKTOriginal post ↗

Ivan Hoff: Momentum Monday - Correction in AI Stocks. Mentions @MarketSurge @howardlindzon $SMH $QQQ $XBI $XLE $XRT

See original

Momentum Monday - Correction in AI Stocks: https://ivanhoff.com/2026/10/18/correction-in-ai-stocks/ @MarketSurge @howardlindzon $SMH $QQQ $XBI $XLE $XRT

Reasoning: Technicals

XRT Neutral2026-10-10 22:00 HKTOriginal post ↗

Michigan's current-conditions gauge just hit 44.7, the lowest on record. The S&P closed Friday just under its all-time high. That is not a disconnect. Gas and borrowing costs tax the bottom; asset prices pay the top. A December hike lands on the half already paying. $SPY $XRT

Image 1 ↗

Reasoning: Not tagged by analyst Specific

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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