Buy XLU by Jul 4, 2026.

The market has four cycles: Early cycle, Mid cycle, Late cycle and recession. Currenlty I think we are late cycle heading towards recession unless their is an end to the war soon. The oil shocks are too large. During late cycle Energy, Utilities, and Consumer Staples are what perform the best historically. Energy(XLE) is up 31.89% YTD. We could see little more upside as war continues. However at a certain point there will be demand destruction. Utilities(XLU) is up 8.01% …