http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 10 Mar 2026 10:06:31 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Commodities/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html <p>Investing.com -- A shift in investor positioning began in the fourth quarter as money managers rotated “from gold to black gold,” according to a note from Bank of America strategist Savita Subramanian on Tuesday. </p><p>The strategist highlighted a move into Energy even before the recent U.S.-Israel strikes on Iran, and retaliatory strikes pushed oil sharply higher.</p><p dir="ltr">BofA notes that “volatility since US/Israel/Iran strikes indicates severe positioning shifts, with oil (WTI) up ~70% from the year’s low.” </p><p dir="ltr">Long-only funds started increasing Energy exposure in Q4, but “~70% are still underweight,” the bank says. </p><p dir="ltr">As investors added Energy, they “faded http://www.streetinsider.com/Commodities/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html Tue, 10 Mar 2026 10:06:31 -0400 GC GLD USO XLE http://www.streetinsider.com/Commodities/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html <p>Investing.com -- A shift in investor positioning began in the fourth quarter as money managers rotated “from gold to black gold,” according to a note from Bank of America strategist Savita Subramanian on Tuesday. </p><p>The strategist highlighted a move into Energy even before the recent U.S.-Israel strikes on Iran, and retaliatory strikes pushed oil sharply higher.</p><p dir="ltr">BofA notes that “volatility since US/Israel/Iran strikes indicates severe positioning shifts, with oil (WTI) up ~70% from the year’s low.” </p><p dir="ltr">Long-only funds started increasing Energy exposure in Q4, but “~70% are still underweight,” the bank says. </p><p dir="ltr">As investors added Energy, they “faded http://www.streetinsider.com/Commodities/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html Tue, 10 Mar 2026 10:06:31 -0400 GC GLD USO XLE http://www.streetinsider.com/Commodities/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html <p>Investing.com -- A shift in investor positioning began in the fourth quarter as money managers rotated “from gold to black gold,” according to a note from Bank of America strategist Savita Subramanian on Tuesday. </p><p>The strategist highlighted a move into Energy even before the recent U.S.-Israel strikes on Iran, and retaliatory strikes pushed oil sharply higher.</p><p dir="ltr">BofA notes that “volatility since US/Israel/Iran strikes indicates severe positioning shifts, with oil (WTI) up ~70% from the year’s low.” </p><p dir="ltr">Long-only funds started increasing Energy exposure in Q4, but “~70% are still underweight,” the bank says. </p><p dir="ltr">As investors added Energy, they “faded http://www.streetinsider.com/Commodities/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html Tue, 10 Mar 2026 10:06:31 -0400 GC GLD USO XLE http://www.streetinsider.com/Commodities/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html <p>Investing.com -- A shift in investor positioning began in the fourth quarter as money managers rotated “from gold to black gold,” according to a note from Bank of America strategist Savita Subramanian on Tuesday. </p><p>The strategist highlighted a move into Energy even before the recent U.S.-Israel strikes on Iran, and retaliatory strikes pushed oil sharply higher.</p><p dir="ltr">BofA notes that “volatility since US/Israel/Iran strikes indicates severe positioning shifts, with oil (WTI) up ~70% from the year’s low.” </p><p dir="ltr">Long-only funds started increasing Energy exposure in Q4, but “~70% are still underweight,” the bank says. </p><p dir="ltr">As investors added Energy, they “faded http://www.streetinsider.com/Commodities/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html Tue, 10 Mar 2026 10:06:31 -0400 GC GLD USO XLE http://www.streetinsider.com/Investing/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html <p>Investing.com -- A shift in investor positioning began in the fourth quarter as money managers rotated “from gold to black gold,” according to a note from Bank of America strategist Savita Subramanian on Tuesday. </p><p>The strategist highlighted a move into Energy even before the recent U.S.-Israel strikes on Iran, and retaliatory strikes pushed oil sharply higher.</p><p dir="ltr">BofA notes that “volatility since US/Israel/Iran strikes indicates severe positioning shifts, with oil (WTI) up ~70% from the year’s low.” </p><p dir="ltr">Long-only funds started increasing Energy exposure in Q4, but “~70% are still underweight,” the bank says. </p><p dir="ltr">As investors added Energy, they “faded http://www.streetinsider.com/Investing/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html Tue, 10 Mar 2026 10:06:31 -0400 GC GLD USO XLE http://www.streetinsider.com/Investing/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html <p>Investing.com -- A shift in investor positioning began in the fourth quarter as money managers rotated “from gold to black gold,” according to a note from Bank of America strategist Savita Subramanian on Tuesday. </p><p>The strategist highlighted a move into Energy even before the recent U.S.-Israel strikes on Iran, and retaliatory strikes pushed oil sharply higher.</p><p dir="ltr">BofA notes that “volatility since US/Israel/Iran strikes indicates severe positioning shifts, with oil (WTI) up ~70% from the year’s low.” </p><p dir="ltr">Long-only funds started increasing Energy exposure in Q4, but “~70% are still underweight,” the bank says. </p><p dir="ltr">As investors added Energy, they “faded http://www.streetinsider.com/Investing/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html Tue, 10 Mar 2026 10:06:31 -0400 GC GLD USO XLE http://www.streetinsider.com/Investing/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html <p>Investing.com -- A shift in investor positioning began in the fourth quarter as money managers rotated “from gold to black gold,” according to a note from Bank of America strategist Savita Subramanian on Tuesday. </p><p>The strategist highlighted a move into Energy even before the recent U.S.-Israel strikes on Iran, and retaliatory strikes pushed oil sharply higher.</p><p dir="ltr">BofA notes that “volatility since US/Israel/Iran strikes indicates severe positioning shifts, with oil (WTI) up ~70% from the year’s low.” </p><p dir="ltr">Long-only funds started increasing Energy exposure in Q4, but “~70% are still underweight,” the bank says. </p><p dir="ltr">As investors added Energy, they “faded http://www.streetinsider.com/Investing/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html Tue, 10 Mar 2026 10:06:31 -0400 GC GLD USO XLE http://www.streetinsider.com/Investing/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html <p>Investing.com -- A shift in investor positioning began in the fourth quarter as money managers rotated “from gold to black gold,” according to a note from Bank of America strategist Savita Subramanian on Tuesday. </p><p>The strategist highlighted a move into Energy even before the recent U.S.-Israel strikes on Iran, and retaliatory strikes pushed oil sharply higher.</p><p dir="ltr">BofA notes that “volatility since US/Israel/Iran strikes indicates severe positioning shifts, with oil (WTI) up ~70% from the year’s low.” </p><p dir="ltr">Long-only funds started increasing Energy exposure in Q4, but “~70% are still underweight,” the bank says. </p><p dir="ltr">As investors added Energy, they “faded http://www.streetinsider.com/Investing/Q4+marked+the+start+of+rotation+%E2%80%99from+gold+to+black+gold%E2%80%99%3A+BofA/26137248.html Tue, 10 Mar 2026 10:06:31 -0400 GC GLD USO XLE http://www.streetinsider.com/Options/Energy+Select+Sector+SPDR+ETF+%28XLE%29+call+put+ratio+1.3+calls+to+1+put+into+WTI+oil+at+%2498/26128138.html <p>Energy Select Sector SPDR ETF (NYSE: XLE) 30-day option implied volatility is at 32; compared to its 52-week range of 18 to 55. Call put ratio 1.3 calls to 1 put into WTI oil at $98.</p> http://www.streetinsider.com/Options/Energy+Select+Sector+SPDR+ETF+%28XLE%29+call+put+ratio+1.3+calls+to+1+put+into+WTI+oil+at+%2498/26128138.html Mon, 09 Mar 2026 05:53:20 -0400 XLE http://www.streetinsider.com/Options/Energy+Select+Sector+SPDR+ETF+%28XLE%29+call+put+ratio+1.1+calls+to+1+put+into+WTI+oil+at+%2489/26123636.html <p>Energy Select Sector SPDR ETF (NYSE: XLE) 30-day option implied volatility is at 32; compared to its 52-week range of 18 to 55. Call put ratio 1.1 calls to 1 put into WTI oil at $89.</p> http://www.streetinsider.com/Options/Energy+Select+Sector+SPDR+ETF+%28XLE%29+call+put+ratio+1.1+calls+to+1+put+into+WTI+oil+at+%2489/26123636.html Fri, 06 Mar 2026 11:07:28 -0400 XLE http://www.streetinsider.com/Options/Energy+Select+Sector+SPDR+ETF+%28XLE%29+call+put+ratio+1.1+calls+to+1+put+into+WTI+oil+at+%2484/26121461.html <p>Energy Select Sector SPDR ETF (NYSE: XLE) 30-day option implied volatility is at 30; compared to its 52-week range of 18 to 55. Call put ratio 1.1 calls to 1 put into WTI oil at $84.</p> http://www.streetinsider.com/Options/Energy+Select+Sector+SPDR+ETF+%28XLE%29+call+put+ratio+1.1+calls+to+1+put+into+WTI+oil+at+%2484/26121461.html Fri, 06 Mar 2026 05:09:00 -0400 XLE http://www.streetinsider.com/Investing/3+reasons+why+oil+stocks+could+drop+further/26115523.html <p>Investing.com -- While oil equities have rallied strongly this year, they have declined in the last couple of sessions, with analysts at Bernstein saying the same forces that drove the gains could also trigger further declines.</p> <p></p> <p dir="ltr">Analyst Bob Brackett outlined three key factors that typically cause oil-linked stocks to retreat.</p> <p dir="ltr">“Oil-linked equities have risen year to date for three reasons: overall beta to oil price, sector rotation, and geopolitical risk premia,” Brackett wrote. </p> <p dir="ltr">“Oil-linked equities similarly fall when: (1) the cost of oil is too high, inducing demand destruction, (2) sector rotations end, and (3) geopolitical risk premia fall.”</p> <p dir="ltr">The first http://www.streetinsider.com/Investing/3+reasons+why+oil+stocks+could+drop+further/26115523.html Thu, 05 Mar 2026 08:06:14 -0400 CL XLE http://www.streetinsider.com/Investing/3+reasons+why+oil+stocks+could+drop+further/26115523.html <p>Investing.com -- While oil equities have rallied strongly this year, they have declined in the last couple of sessions, with analysts at Bernstein saying the same forces that drove the gains could also trigger further declines.</p> <p></p> <p dir="ltr">Analyst Bob Brackett outlined three key factors that typically cause oil-linked stocks to retreat.</p> <p dir="ltr">“Oil-linked equities have risen year to date for three reasons: overall beta to oil price, sector rotation, and geopolitical risk premia,” Brackett wrote. </p> <p dir="ltr">“Oil-linked equities similarly fall when: (1) the cost of oil is too high, inducing demand destruction, (2) sector rotations end, and (3) geopolitical risk premia fall.”</p> <p dir="ltr">The first http://www.streetinsider.com/Investing/3+reasons+why+oil+stocks+could+drop+further/26115523.html Thu, 05 Mar 2026 08:06:14 -0400 CL XLE http://www.streetinsider.com/General+News/3+reasons+why+oil+stocks+could+drop+further/26115523.html <p>Investing.com -- While oil equities have rallied strongly this year, they have declined in the last couple of sessions, with analysts at Bernstein saying the same forces that drove the gains could also trigger further declines.</p> <p></p> <p dir="ltr">Analyst Bob Brackett outlined three key factors that typically cause oil-linked stocks to retreat.</p> <p dir="ltr">“Oil-linked equities have risen year to date for three reasons: overall beta to oil price, sector rotation, and geopolitical risk premia,” Brackett wrote. </p> <p dir="ltr">“Oil-linked equities similarly fall when: (1) the cost of oil is too high, inducing demand destruction, (2) sector rotations end, and (3) geopolitical risk premia fall.”</p> <p dir="ltr">The first http://www.streetinsider.com/General+News/3+reasons+why+oil+stocks+could+drop+further/26115523.html Thu, 05 Mar 2026 08:06:14 -0400 CL XLE http://www.streetinsider.com/General+News/3+reasons+why+oil+stocks+could+drop+further/26115523.html <p>Investing.com -- While oil equities have rallied strongly this year, they have declined in the last couple of sessions, with analysts at Bernstein saying the same forces that drove the gains could also trigger further declines.</p> <p></p> <p dir="ltr">Analyst Bob Brackett outlined three key factors that typically cause oil-linked stocks to retreat.</p> <p dir="ltr">“Oil-linked equities have risen year to date for three reasons: overall beta to oil price, sector rotation, and geopolitical risk premia,” Brackett wrote. </p> <p dir="ltr">“Oil-linked equities similarly fall when: (1) the cost of oil is too high, inducing demand destruction, (2) sector rotations end, and (3) geopolitical risk premia fall.”</p> <p dir="ltr">The first http://www.streetinsider.com/General+News/3+reasons+why+oil+stocks+could+drop+further/26115523.html Thu, 05 Mar 2026 08:06:14 -0400 CL XLE http://www.streetinsider.com/Investing/Energy+is+firmly+in+a+rotational+bull+market%2C+BofA+says/25989337.html <p>Investing.com -- Bank of America told clients in a note that the energy sector is “firmly in a rotational bull market,” citing a sharp shift in investor positioning.</p><p dir="ltr">Analyst Kalei Akamine highlighted that the XLE “outperformed the S&P 500 by 13%” in January, with the trend accelerating as “capital continued to flee large-cap tech due to overspend concerns.”</p><p dir="ltr">However, BofA cautioned that the backdrop remains uneven. Akamine wrote that “global oil balances remain oversupplied by an estimated ~2.5 million b/d,” even as OPEC+ pauses its planned unwind through March.</p><p dir="ltr">While Brent’s recent move “screens constructive,” the bank views recent pricing http://www.streetinsider.com/Investing/Energy+is+firmly+in+a+rotational+bull+market%2C+BofA+says/25989337.html Thu, 12 Feb 2026 10:37:37 -0400 CRC CTRA DVN OVV XLE http://www.streetinsider.com/Investing/Energy+is+firmly+in+a+rotational+bull+market%2C+BofA+says/25989337.html <p>Investing.com -- Bank of America told clients in a note that the energy sector is “firmly in a rotational bull market,” citing a sharp shift in investor positioning.</p><p dir="ltr">Analyst Kalei Akamine highlighted that the XLE “outperformed the S&P 500 by 13%” in January, with the trend accelerating as “capital continued to flee large-cap tech due to overspend concerns.”</p><p dir="ltr">However, BofA cautioned that the backdrop remains uneven. Akamine wrote that “global oil balances remain oversupplied by an estimated ~2.5 million b/d,” even as OPEC+ pauses its planned unwind through March.</p><p dir="ltr">While Brent’s recent move “screens constructive,” the bank views recent pricing http://www.streetinsider.com/Investing/Energy+is+firmly+in+a+rotational+bull+market%2C+BofA+says/25989337.html Thu, 12 Feb 2026 10:37:37 -0400 CRC CTRA DVN OVV XLE http://www.streetinsider.com/Investing/Energy+is+firmly+in+a+rotational+bull+market%2C+BofA+says/25989337.html <p>Investing.com -- Bank of America told clients in a note that the energy sector is “firmly in a rotational bull market,” citing a sharp shift in investor positioning.</p><p dir="ltr">Analyst Kalei Akamine highlighted that the XLE “outperformed the S&P 500 by 13%” in January, with the trend accelerating as “capital continued to flee large-cap tech due to overspend concerns.”</p><p dir="ltr">However, BofA cautioned that the backdrop remains uneven. Akamine wrote that “global oil balances remain oversupplied by an estimated ~2.5 million b/d,” even as OPEC+ pauses its planned unwind through March.</p><p dir="ltr">While Brent’s recent move “screens constructive,” the bank views recent pricing http://www.streetinsider.com/Investing/Energy+is+firmly+in+a+rotational+bull+market%2C+BofA+says/25989337.html Thu, 12 Feb 2026 10:37:37 -0400 CRC CTRA DVN OVV XLE http://www.streetinsider.com/Investing/Energy+is+firmly+in+a+rotational+bull+market%2C+BofA+says/25989337.html <p>Investing.com -- Bank of America told clients in a note that the energy sector is “firmly in a rotational bull market,” citing a sharp shift in investor positioning.</p><p dir="ltr">Analyst Kalei Akamine highlighted that the XLE “outperformed the S&P 500 by 13%” in January, with the trend accelerating as “capital continued to flee large-cap tech due to overspend concerns.”</p><p dir="ltr">However, BofA cautioned that the backdrop remains uneven. Akamine wrote that “global oil balances remain oversupplied by an estimated ~2.5 million b/d,” even as OPEC+ pauses its planned unwind through March.</p><p dir="ltr">While Brent’s recent move “screens constructive,” the bank views recent pricing http://www.streetinsider.com/Investing/Energy+is+firmly+in+a+rotational+bull+market%2C+BofA+says/25989337.html Thu, 12 Feb 2026 10:37:37 -0400 CRC CTRA DVN OVV XLE http://www.streetinsider.com/Investing/Energy+is+firmly+in+a+rotational+bull+market%2C+BofA+says/25989337.html <p>Investing.com -- Bank of America told clients in a note that the energy sector is “firmly in a rotational bull market,” citing a sharp shift in investor positioning.</p><p dir="ltr">Analyst Kalei Akamine highlighted that the XLE “outperformed the S&P 500 by 13%” in January, with the trend accelerating as “capital continued to flee large-cap tech due to overspend concerns.”</p><p dir="ltr">However, BofA cautioned that the backdrop remains uneven. Akamine wrote that “global oil balances remain oversupplied by an estimated ~2.5 million b/d,” even as OPEC+ pauses its planned unwind through March.</p><p dir="ltr">While Brent’s recent move “screens constructive,” the bank views recent pricing http://www.streetinsider.com/Investing/Energy+is+firmly+in+a+rotational+bull+market%2C+BofA+says/25989337.html Thu, 12 Feb 2026 10:37:37 -0400 CRC CTRA DVN OVV XLE http://www.streetinsider.com/Options/Energy+Select+Sector+SPDR+ETF+%28XLE%29+call+put+ratio+1+call+to+1.4+puts+into+Venezuela+headlines/25800522.html <p>Energy Select Sector SPDR ETF (NYSE: XLE) 30-day option implied volatility is at 19; compared to its 52-week range of 18 to 55. Call put ratio 1 call to 1.4 puts into Venezuela headlines.</p> http://www.streetinsider.com/Options/Energy+Select+Sector+SPDR+ETF+%28XLE%29+call+put+ratio+1+call+to+1.4+puts+into+Venezuela+headlines/25800522.html Mon, 05 Jan 2026 05:50:59 -0400 XLE http://www.streetinsider.com/Reuters/Oil+settles+down+about+1%25+as+traders+focus+on+Ukraine+peace+talks%2C+Fed+policy+decision/25713638.html <p>By Nicole Jao</p> <p>NEW YORK, Dec 9 (Reuters) - Oil ⁠prices edged lower on Tuesday ⁠after falling 2% ‍in the previous session, with investors keeping a close eye on peace talks to end Russia's war in Ukraine, concerns about ample supply and a looming decision on U.S. interest rates.</p> <p>Brent crude futures settled down 55 ‍cents, or 0.88%, at $61.94 a http://www.streetinsider.com/Reuters/Oil+settles+down+about+1%25+as+traders+focus+on+Ukraine+peace+talks%2C+Fed+policy+decision/25713638.html Mon, 08 Dec 2025 20:22:58 -0400 OIL USO XLE http://www.streetinsider.com/Reuters/Oil+settles+down+about+1%25+as+traders+focus+on+Ukraine+peace+talks%2C+Fed+policy+decision/25713638.html <p>By Nicole Jao</p> <p>NEW YORK, Dec 9 (Reuters) - Oil ⁠prices edged lower on Tuesday ⁠after falling 2% ‍in the previous session, with investors keeping a close eye on peace talks to end Russia's war in Ukraine, concerns about ample supply and a looming decision on U.S. interest rates.</p> <p>Brent crude futures settled down 55 ‍cents, or 0.88%, at $61.94 a http://www.streetinsider.com/Reuters/Oil+settles+down+about+1%25+as+traders+focus+on+Ukraine+peace+talks%2C+Fed+policy+decision/25713638.html Mon, 08 Dec 2025 20:22:58 -0400 OIL USO XLE http://www.streetinsider.com/Reuters/Oil+settles+down+about+1%25+as+traders+focus+on+Ukraine+peace+talks%2C+Fed+policy+decision/25713638.html <p>By Nicole Jao</p> <p>NEW YORK, Dec 9 (Reuters) - Oil ⁠prices edged lower on Tuesday ⁠after falling 2% ‍in the previous session, with investors keeping a close eye on peace talks to end Russia's war in Ukraine, concerns about ample supply and a looming decision on U.S. interest rates.</p> <p>Brent crude futures settled down 55 ‍cents, or 0.88%, at $61.94 a http://www.streetinsider.com/Reuters/Oil+settles+down+about+1%25+as+traders+focus+on+Ukraine+peace+talks%2C+Fed+policy+decision/25713638.html Mon, 08 Dec 2025 20:22:58 -0400 OIL USO XLE http://www.streetinsider.com/Commodities/Oil+settles+down+about+1%25+as+traders+focus+on+Ukraine+peace+talks%2C+Fed+policy+decision/25713638.html <p>By Nicole Jao</p> <p>NEW YORK, Dec 9 (Reuters) - Oil ⁠prices edged lower on Tuesday ⁠after falling 2% ‍in the previous session, with investors keeping a close eye on peace talks to end Russia's war in Ukraine, concerns about ample supply and a looming decision on U.S. interest rates.</p> <p>Brent crude futures settled down 55 ‍cents, or 0.88%, at $61.94 a http://www.streetinsider.com/Commodities/Oil+settles+down+about+1%25+as+traders+focus+on+Ukraine+peace+talks%2C+Fed+policy+decision/25713638.html Mon, 08 Dec 2025 20:22:58 -0400 OIL USO XLE