chillout

https://fred.stlouisfed.org/series/M2SL

Fed Policy Rate

VIX

Trump’s remarks about hitting Iran extremely hard triggered the VIX spike.

The Shift from Conflict to Ceasefire (April 1–8) led to release in the VIX.

ETF Sectors for a month

SMH

JETS

TAN

XLP

IGV

ETF Sectors for 3 months

XME – Important issue

S&P500 Sectors for a month

DASH

TSLA

HOOD

COIN

DDOG

Half Year Performance

Airports & Air Services – World Cup related

Pollution & Treatment controls – cyclical low

Medical Devices – cyclical low

Utilities – Independent Power Producers

Footwear & Accersories – World Cup related

Pharmaceutical Retailers – cyclical low

Seasonal

1. Summer : Electricity, Solar(ICLN)
2. 2026 world cup : Hospitality(BEDZ)
3. 2026 issue : Mine, War, Space, Electricity(ICLN), Ess