The S&P 500 went NOWHERE in October

Podcast: The Noble Update Podcast · George Noble

Opublikowano: 2026-10-30

Energy was up 11.8% and tech was down 2.7% through Thursday, and we were long energy and short tech the whole time. Our long/short spread is now 70.1% (119% annualized), and all 12 of our scored shorts are winners. If all you owned was the index, you got a flat month and MISSED every bit of it. The tide is going out. Money isn’t cheap anymore, so valuation and fundamentals matter again, and the stocks priced on stories are the first to go. I think the tech rout is just getting started. On Sunday at...