Analytics24
3 September
My list
S&P7,747.7+1.06%
Nasdaq29,482.3+1.16%Stoxx6,382.6+0.32%FTSE10,831.5+0.70%Nikkei64,796.3+0.91%Hang Seng25,752.9+2.14%DXY99.00+0.01%EUR/USD1.1627+0.36%USD/JPY156.38−1.60%GBP/USD1.3527+0.32%Gold4,519.1+0.61%Silver67.37+0.59%WTI91.95+0.71%Brent95.89+0.39%10Y4.76%−3 bpVIX14.32−5.79%S&P7,747.7+1.06%Nasdaq29,482.3+1.16%Stoxx6,382.6+0.32%FTSE10,831.5+0.70%Nikkei64,796.3+0.91%Hang Seng25,752.9+2.14%DXY99.00+0.01%EUR/USD1.1627+0.36%USD/JPY156.38−1.60%GBP/USD1.3527+0.32%Gold4,519.1+0.61%Silver67.37+0.59%WTI91.95+0.71%Brent95.89+0.39%10Y4.76%−3 bpVIX14.32−5.79%S&P7,747.7+1.06%
Markets
Hypotheses · Open · Decides 30 Nov 2026 · GLP-1s and the food chain

Staples outperform on risk-off sessions and underperform across the quarter

From 22 Aug to 30 Nov 2026, Consumer Staples outperforms the S&P 500 on sessions where the S&P closes down more than 1%, and underperforms it over the full window.

Resolves by
30 Nov 2026
Confirm
Both legs true.
Kill
Staples outperform over the full window, the market is paying for calories, not hiding in them.
Void
Fewer than 5 sessions with the S&P down more than 1% in the window.
Grade
Engine, on the 30 Nov closes, from the owned XLP and S&P daily series.
Series · Close Thu 3 Sep
Cons. Staples (XLP) last close

85.99+0.79% · 2026-08-21

S&P 500

7,747.7+1.06%

Cons. Staples (sector, day)

+0.21%

Grade

Open. Resolves by 30 Nov 2026. Both legs live on the owned strip: baseline is the 21 Aug 2026 close (XLP 85.99, S&P 7674.4); no window session has printed yet. Needs 5 sessions with the S&P down more than 1% to avoid a void.

Related writing

No article rides on this one yet.

← Hypotheses