NYSEARCA:XLY

SPDR Cons Discretionary ETF (XLY)

122.33
+5.00 (4.26%)
as of Nov 4, 2026, 9:00:00 pm Market Closed.
29 watching
0
TOP PICK
Shorted this in August. Now long. It is a seasonally strong period for this. If you switch back and forth between staple and discretionary, you would be way up but not if you didn’t. Last year trade worked out very well. Actual trade ends April 22nd. It’s not done as a paired trade this time. He may short staples in January if it is weak.
TOP PICK
Top Short Short with a long on XLP-N – See comments on XLP-N for pairs trade.
TOP PICK
Staples tend to become less favourable around the end of October and discretionary becomes more favourable. If the economists are right about the recession ending, it should be more discretionary spending by the consumer. Expect this will pull back to $26, which would be an ideal point to enter.
PAST TOP PICK

(Top Short July 24/06. Up 13.5%.) Still thinks the consumers a big risk. Actually stopped himself out of that trade. Still a risky place to be.

TOP PICK
Top Short Has been negative on the consumer for the better part of the past year. Been oversold so will probably have a bit of a bounce. Will under perform with the consumer being stressed.
Showing 31 to 35 of 35 entries