The Kobeissi Letter(@KobeissiLetter):Energy stocks are thriving: The S&P 500 Energy sector has gained +7.98% over the last month, making it the best-performing S&P 500 sector. Meanwhile, Communication Services is the only other sector with a positive return over this period, up +1.28%. By comparison, Healthcare, Financials, and Consumer Staples are down -0.45%, -2.40%, and -2.68%, respectively. The worst-performing sectors are Industrials, Consumer Discretionary, and Utilities, at -9.13%, -6.43%, and -6.18%, respectively. Energy is the only place where the market is showing strength right now.

2026.09.17 14:13

Energy stocks are thriving: The S&P 500 Energy sector has gained +7.98% over the last month, making it the best-performing S&P 500 sector. Meanwhile, Communication Services is the only other sector with a positive return over this period, up +1.28%. By comparison, Healthcare, Financials, and Consumer Staples are down -0.45%, -2.40%, and -2.68%, respectively. The worst-performing sectors are Industrials, Consumer Discretionary, and Utilities, at -9.13%, -6.43%, and -6.18%, respectively. Energy is the only place where the market is showing strength right now.