Venezuela sanctions eased.
Chevron authorized.
Oil majors cleared.
But here’s what matters:
• Utilities up 16.8% (sector leader)
• 40% of Dow Utilities at all-time highs
• Energy + Metals seeing sustained options flow
• Gold miners getting aggressive call buying
This isn’t noise.
This is capital rotation.
Meanwhile:
Big Tech erased hundreds of billions in market cap.
EV makers writing down tens of billions.
Different tape. Different leadership.
If you're still trading 2024 growth momentum setups in a 2026 rotation market… you’re fighting the tape.
Paid members are positioned with the leaders.
If you’re serious about trading like a professional, upgrade your membership.