NewsSignalsAI analysis·Seeking Alpha·Nov 13, 2026

Trades that dominated 2026 so far, according to BofA

Grade Abearish AI signal$BTC$WTI$BRENT$XLE$XLY$SMH$SOXX$SLYV$EWT$CIBR$ITA

BofA Global Research identified “long oil,” “short crypto,” and “long energy-short discretionary” among the trades that dominated 2026, highlighting a sharp divergence across major asset classes and sectors. Crude oil futures gained 55.3% year-to-date, Brent climbed 58.6%, while Bitcoin fell 22.8%; semiconductor stocks advanced more than 33% and Taiwanese equities surged 50.9%. These performance gaps could reinforce momentum in energy and selected equity sectors while intensifying bearish sentiment toward Bitcoin and underperforming markets.

Bullish strength: 25/100

BofA identified short crypto as one of the year's dominant trades.
Bitcoin declined 22.8% year-to-date.
BofA's long oil strategy coincided with crude gaining 55.3% and Brent gaining 58.6%.

Bearish strength: 75/100

Bitcoin's 22.8% year-to-date decline highlights substantial crypto market underperformance.
BofA explicitly identified short crypto as a leading trade of 2026.
The article highlights a strong performance gap between oil and Bitcoin.

This is automated NewsSignalsAI analysis of third-party reporting, not independent original reporting or investment advice. AI scores are not price predictions.

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