Utilities
September 2026Live view →
Where the voices land
All voices 3 voices2 bearish1 bullish
Strongly bearish
- CVChris VermeulenStrongly bearish Utilities are dropping significantly under pressure from rising yields. “We're seeing utilities. We're seeing Real estate stocks. They're really taking it on the chin with the with the rising yield” ▶ 0:46 ‘Panic Selling’ Today: Yields To 8%, Gold To $3,… · 28 Sept
- KMKeith McCulloughStrongly bearish He is short utilities, a rate-sensitive sector he avoids in Quad 2. “I'm short utilities, I'm short consumer discretionary, XLY, I'm short industrials.” ▶ 5:33 2027 Market Bloodbath: Worse Than 2022's Bear Ma… · 24 Sept
Bullish
- MLMichael LebowitzBullish He added a little bit of utilities in the equity model. “in the equity model, we added a little bit of utilities” ▶ 1:00:38 Market Starting To Crack Under High Bond Yields?… · 26 Sept
2 bearish1 bullish
Mentions
18 in September 2026Mon 31Tue 15 · 3Thu 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- The Kobeissi Letter 3 mentions
- David Lin 3 mentions
- Adam Taggart 3 mentions
- Bloomberg 2 mentions
- Gary Bohm 2 mentions
- Guy Adami 1 mention
- Dario Perkins 1 mention
- David Busch 1 mention
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