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u/Conscious-Ad-4136

2 theses · first seen Jun 9, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$XLUDDbearish
u/Conscious-Ad-4136 · 34h ago1 prior · awaiting results
“puts on Utilities”

I analyzed which sector is most sensitive to hot CPI reports (24 - 26)

Author's analysis shows Utilities (XLU) is the most CPI-sensitive sector with a -1.29% delta on hot CPI reports. Author plans to buy puts anticipating hot inflation in May.

At post $43.98Now $44.01+0.1% since postedas of Jun 10, 4:12 PM ET
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original post →
$XLREDDbearish
u/Conscious-Ad-4136 · 34h ago1 prior · awaiting results
“puts on Real Estate”

I analyzed which sector is most sensitive to hot CPI reports (24 - 26)

Author analyzed CPI sensitivity across sectors and found Real Estate (XLRE) suffers the most on hot CPI reports, with a -0.88% delta when inflation runs hot vs. cool. Plans to buy puts betting on hot inflation in May.

At post $44.97Now $45.00+0.1% since postedas of Jun 10, 4:12 PM ET
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original post →

End of results.