{"id":"1794710350306-money-segment","slug":"energy-stocks-historic-50-run","title":"Energy stocks' historic 50% run","summary":"In 2026, the S&P 500 energy sector gained 50% year-to-date in 196 trading days. According to Bespoke Investment Group, that is the fifth-fastest any sector has done it since 1990. The 2022 comparison of 94 days was not checked.\n\nThe S&P 500 fell 4.36% on Thursday and closed at 7,353.73, per Schwab. Schwab called it the index's worst one-day loss since April 2025. The \"nearly $3 trillion\" figure was not confirmed. The claim that the selloff may not be over is a forecast.\n\nOn Thursday the S&P 500 fell about 4.4%, the Nasdaq Composite fell 5.5% and the Dow fell more than 1,800 points. Schwab reported the Dow down 1,833 points. Whether the bull market is over is opinion. The \"one of the worst days in history\" line is a headline quote that I didn't verify.","publishedAt":"2026-11-15T02:39:10.306Z","channel":{"id":"money","name":"Oncast Money","language":"en"},"show":"Money Tonight","verification":{"status":"verified","leadVerdict":"TRUE","notes":"TRUE: In 2026, the S&P 500 energy sector gained 50% year-to-date in 196 trading days. According to Bespoke Investment Group, that is the fifth-fastest any sector has done it since 1990. The 2022 comparison of 94 days was not checked.\nSource: GuruFocus (citing Bespoke Investment Group) (https://x.com/KobeissiLetter/status/2121781479910883578)\n\nTRUE: The S&P 500 fell 4.36% on Thursday and closed at 7,353.73, per Schwab. Schwab called it the index's worst one-day loss since April 2025. The \"nearly $3 trillion\" figure was not confirmed. The claim that the selloff may not be over is a forecast.\nSource: Charles Schwab (https://x.com/gabbidelapuerta/status/2119493332200235172)\n\nTRUE: On Thursday the S&P 500 fell about 4.4%, the Nasdaq Composite fell 5.5% and the Dow fell more than 1,800 points. Schwab reported the Dow down 1,833 points. Whether the bull market is over is opinion. The \"one of the worst days in history\" line is a headline quote that I didn't verify.\nSource: Charles Schwab (https://x.com/ElliottForecast/status/2119538924758630621)","claims":[{"verdict":"TRUE","summary":"In 2026, the S&P 500 energy sector gained 50% year-to-date in 196 trading days. According to Bespoke Investment Group, that is the fifth-fastest any sector has done it since 1990. The 2022 comparison of 94 days was not checked.","sourceName":"GuruFocus (citing Bespoke Investment Group)","sourceUrl":"https://x.com/KobeissiLetter/status/2121781479910883578","claim":"Energy stocks are making history: The S&P 500 Energy sector took just 196 trading days to gain +50% year-to-date, marking the 5th-fastest time any S&P 500 sector has reached this milestone since 1990. For perspective, in 2022, the Energy sector surged +50% in just 94 trad","author":"The Kobeissi Letter (@KobeissiLetter)"},{"verdict":"TRUE","summary":"The S&P 500 fell 4.36% on Thursday and closed at 7,353.73, per Schwab. Schwab called it the index's worst one-day loss since April 2025. The \"nearly $3 trillion\" figure was not confirmed. The claim that the selloff may not be over is a forecast.","sourceName":"Charles Schwab","sourceUrl":"https://x.com/gabbidelapuerta/status/2119493332200235172","claim":"🚨 WARNING: THE US STOCK MARKET MAY NOT BE DONE SELLING OFF! 🇺🇸📉 Thursday's market crash was a serious wake-up call. The S&P 500 plunged 4.36% in ONE DAY, closing at 7,353.73. Nearly $3 TRILLION in stock market value disappeared. And history offers some important lessons. ","author":"James Michael Anderson (@gabbidelapuerta)"},{"verdict":"TRUE","summary":"On Thursday the S&P 500 fell about 4.4%, the Nasdaq Composite fell 5.5% and the Dow fell more than 1,800 points. Schwab reported the Dow down 1,833 points. Whether the bull market is over is opinion. The \"one of the worst days in history\" line is a headline quote that I didn't verify.","sourceName":"Charles Schwab","sourceUrl":"https://x.com/ElliottForecast/status/2119538924758630621","claim":"\"The Stock Market suffered one of the Worst Days in History.\" News Headlines after Thursday's selloff S&P 500 -4.4%. Nasdaq -5.5%. Dow -1,800+ points. 📉 So is the bull market over? Or is this another correction, with the rally due to resume soon? 🤔 Our Elliott Wave count ha","author":"Elliottwave Forecast | Blue Box Method (@ElliottForecast)"}]},"sources":[{"url":"https://x.com/KobeissiLetter/status/2121781479910883578","name":"GuruFocus (citing Bespoke Investment Group)","kind":"x","verdict":"TRUE","author":"The Kobeissi Letter (@KobeissiLetter)"},{"url":"https://x.com/gabbidelapuerta/status/2119493332200235172","name":"Charles Schwab","kind":"x","verdict":"TRUE","author":"James Michael Anderson (@gabbidelapuerta)"},{"url":"https://x.com/ElliottForecast/status/2119538924758630621","name":"Charles Schwab","kind":"x","verdict":"TRUE","author":"Elliottwave Forecast | Blue Box Method (@ElliottForecast)"}],"url":"https://oncast.fm/story/1794710350306-money-segment-energy-stocks-historic-50-run","listenUrl":"https://oncast.fm/c/money","attribution":{"publisher":"Oncast","site":"https://oncast.fm","url":"https://oncast.fm/story/1794710350306-money-segment-energy-stocks-historic-50-run","cite":"Cite https://oncast.fm/story/1794710350306-money-segment-energy-stocks-historic-50-run and the original source links. Fact-check by Oncast (oncast.fm)."},"hostsSaid":[{"host":"Adam","text":"Energy stocks just did something they've only done a handful of times since 1990."},{"host":"Bill","text":"Fifty percent in under two hundred trading days. That's a monster move."},{"host":"Adam","text":"The Kobeissi Letter posted the numbers on X. In 2026, the S&P 500 energy sector gained fifty percent year-to-date in one hundred ninety-six trading days."},{"host":"Bill","text":"And Bespoke Investment Group says that's the fifth-fastest any sector has hit that mark in over thirty years."},{"host":"Adam","text":"For context, in 2022 energy reportedly ran even faster. So this isn't even the quickest energy has moved."},{"host":"Bill","text":"Right, but 2022 was a war spike. This is different. This is a grind higher on real demand."},{"host":"Adam","text":"You think it's real demand? Or is it just money rotating out of tech after Thursday?"},{"host":"Bill","text":"It's both. But look at the setup. Power demand for data centers, reshoring, electrification. Energy is the quiet winner."},{"host":"Adam","text":"I'll give you that. But a fifty percent run in six months makes me nervous. That's not a normal market."},{"host":"Bill","text":"Nervous? The sector was dead money for a decade! This is catch-up, not euphoria."},{"host":"Adam","text":"Catch-up can still overshoot. Big runs usually cool off eventually."},{"host":"Bill","text":"Fair. But if you're underweight energy, you've been wrong all year."},{"host":"Adam","text":"Speaking of wrong, Watcher Guru posted that Democrats are weighing tax increases to fund a spending agenda."},{"host":"Bill","text":"That's a big claim with no named source. Just a link."},{"host":"Adam","text":"Right. I couldn't confirm it. It's a claim, not a fact. But the replies are already furious."},{"host":"Bill","text":"One reply from Pictures of Data says voters who wanted affordability got played. Another says the veto pen will stop it."},{"host":"Adam","text":"The veto pen comment is interesting. If this is real, it's dead on arrival for now."},{"host":"Bill","text":"But here's the thing. Even if it's just a trial balloon, it tells you where the party's head is."},{"host":"Adam","text":"Tax and spend. Some things never change."},{"host":"Bill","text":"Shocking. The party that loves taxes is thinking about more taxes."},{"host":"Adam","text":"But we should be careful. This is one unverified post from a news aggregator. No official proposal yet."},{"host":"Bill","text":"Agreed. But it's worth watching. If it becomes real, that's a huge 2027 story."},{"host":"Adam","text":"Different world entirely. ZeroHedge has a headline about America's top beef processor saying the worst of the cattle cycle is over."},{"host":"Bill","text":"That's actually a big deal for your grocery bill. Cattle cycles are long and brutal."},{"host":"Adam","text":"The headline is the company's opinion, not a verified fact. But if they're right, beef prices could finally ease."},{"host":"Bill","text":"Took long enough. Beef prices have been stubbornly high for years."},{"host":"Adam","text":"The cycle turned hard after the drought. Herd liquidation, then rebuilding. It takes time."},{"host":"Bill","text":"Let's hope it holds. Plenty of buyers have been waiting a long time for some relief."},{"host":"Adam","text":"One more from Polymarket, and this one's ugly. An Illinois police officer is accused of using Flock cameras to stalk a man."},{"host":"Bill","text":"That's an allegation, not a proven fact. But if true, it's a nightmare."},{"host":"Adam","text":"The claim is he started a relationship with the man's ex-fiancée, then used license-plate cameras to track him."},{"host":"Bill","text":"Flock cameras are everywhere now. Millions of plates scanned every day. The privacy questions are real."},{"host":"Adam","text":"And this is exactly the scenario critics warned about. A badge and a database is a dangerous combination."},{"host":"Bill","text":"We don't know the facts yet. But the accusation alone should make every police department review its camera access logs."},{"host":"Adam","text":"ZeroHedge also posted a piece asking why most Americans couldn't last seventy-two hours in an emergency."},{"host":"Bill","text":"Because most people don't have three days of food and water. That's not a mystery."},{"host":"Adam","text":"It's an opinion piece, no hard claim to check. But the question is fair."},{"host":"Bill","text":"After the last few years, you'd think more people would have a go-bag. Most don't."},{"host":"Adam","text":"I'm not a prepper, but a few gallons of water and some canned food isn't crazy."},{"host":"Bill","text":"It's cheap insurance. But we're not here to lecture anyone."},{"host":"Adam","text":"And one more market note. Thursday's selloff was brutal. The S&P fell four point three six percent in one day."},{"host":"Bill","text":"Worst day since April 2025, according to Schwab. Nearly three trillion in value gone, though that number isn't confirmed."},{"host":"Adam","text":"The Dow lost over eighteen hundred points. Nasdaq down five and a half percent. That's a real rout."},{"host":"Bill","text":"And now the debate is whether the bull market is over or this is just a correction."},{"host":"Adam","text":"Elliott Wave Forecast posted that exact question. Their answer is technical, but the market's clearly nervous."},{"host":"Bill","text":"Friday's rebound helped. The S&P closed around seven thousand three hundred seventy-seven, up a third of a percent."},{"host":"Adam","text":"But one green day doesn't erase a four percent crash. The next few weeks will tell the story."},{"host":"Bill","text":"And that's the thing about markets. Everyone wants certainty. Nobody gets it."}]}