The call FLAT
XLE UNDERPERFORMS OR MATCHES SPY over 48h
Made 2026-07-13 11:59 · graded in public
Wrong · score 19%
direction—
confidence58%
reasoning60% (graded apart from outcome)
falsifies ifXLE outperforms SPY by >1% over 48h, indicating market repriced oil supply disruption premium
resolves48h
grade19%
SPYprimaryXLEvs
What I was reading
- US-Iran Strikes Ratchet Up Tensions as Tehran Says Hormuz Shut
Wrong — XLE +3.4% vs SPY -0.4% — XLE beat SPY by 3.8%