Why Energy Stocks Are Getting Crushed While Markets Rally episode artwork

EPISODE · May 26, 2026 · 10 MIN

Why Energy Stocks Are Getting Crushed While Markets Rally

from The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio · host Fexingo

The S&P 500 is up 2.3% in the past five days, the Russell 2000 is surging 6.2%, but ExxonMobil has dropped 7.7% and Chevron is down 6.3%. Lucas and Luna dig into the divergence: is it peak oil fears, a rotation out of defensives, or something else? They break down the macro backdrop — sticky PCE inflation at 130.3, the Fed holding rates at 3.64% — and what the sell-off means for long-term portfolio construction. Plus, a look at how Berkshire Hathaway's energy holdings fit into the picture, and whether dividend hunters should be buying the dip in Big Oil or looking elsewhere. Specific, actionable, and grounded in the latest data from May 26, 2026. #EnergyStocks #ExxonMobil #Chevron #StockMarket #S&P500 #Russell2000 #DividendInvesting #FederalReserve #PCEInflation #PortfolioConstruction #ValueStocks #MarketRotation #OilPrices #BerkshireHathaway #Business #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

The S&P 500 is up 2.3% in the past five days, the Russell 2000 is surging 6.2%, but ExxonMobil has dropped 7.7% and Chevron is down 6.3%. Lucas and Luna dig into the divergence: is it peak oil fears, a rotation out of defensives, or something else? They break down the macro backdrop — sticky PCE inflation at 130.3, the Fed holding rates at 3.64% — and what the sell-off means for long-term portfolio construction. Plus, a look at how Berkshire Hathaway's energy holdings fit into the picture, and whether dividend hunters should be buying the dip in Big Oil or looking elsewhere. Specific, actionable, and grounded in the latest data from May 26, 2026. #EnergyStocks #ExxonMobil #Chevron #StockMarket #S&P500 #Russell2000 #DividendInvesting #FederalReserve #PCEInflation #PortfolioConstruction #ValueStocks #MarketRotation #OilPrices #BerkshireHathaway #Business #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Why Energy Stocks Are Getting Crushed While Markets Rally

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How long is this episode of The Investing Podcast with Fexingo: Stocks, Bonds, and Building a Long-Term Portfolio?

This episode is 10 minutes long.

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This episode was published on May 26, 2026.

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The S&P 500 is up 2.3% in the past five days, the Russell 2000 is surging 6.2%, but ExxonMobil has dropped 7.7% and Chevron is down 6.3%. Lucas and Luna dig into the divergence: is it peak oil fears, a rotation out of defensives, or something else?...

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