Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How Energy Stocks Got Crushed While Everything Else Rallied in June 2026
In this episode of Stock Picking with Fexingo, Lucas and Luna dig into the sharp divergence between energy stocks and the broader market in June 2026. With the S&P 500 at 7,511 and the Dow above 52,000, ExxonMobil and Chevron have dropped over 5% in just five days. Lucas traces the collapse to falling crude prices, a shifting Fed narrative, and a structural worry: is the energy supercycle already fading? Luna pushes back with a counterpoint on valuations and buybacks. They discuss how the sector historically leads late-cycle moves, what the options market is pricing, and whether this is a…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.