Energy’s XLE Jumps While Tech Sags

Energy stocks quietly had a strong up day and a huge run over the past few months, even as big tech, software and growth funds slipped again. That isn’t a random quirk — it’s a classic “rotation” driven by higher oil prices, stubborn inflation and rising long-term interest rates, all linked to the Iran conflict. For a regular investor, the message is simple: the market is no longer a one‑way bet on mega‑cap tech, and your sector mix matters more now than your stock‑picking heroics.