Clase de Plata Mid-Week | Wed, Oct 21, 2026
Two Green Days, Oil Cools Off
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Mon–Wed recap
Monday: AI stocks bounced back after last week’s drop. SPY (a fund that tracks the S&P 500) closed at 766.48, up 0.42%.
Tuesday: Oil pulled back from six-month highs. That helped stocks. SPY closed at 769.01, up 0.33%.
Who led: Health care stocks hit a record (LLY, UNH, MRK, JNJ, AMGN, MRNA). Tech lagged, led lower by META.
Wednesday so far: No new prices logged yet (TBD). All eyes are on Meta and Tesla after the close.
What’s ahead Wed–Fri
Wed: Meta and Tesla report earnings after the close. Watch Meta’s AI spending and Tesla’s car sales.
Thu: Jobless claims (how many people filed for unemployment) and Procter & Gamble earnings.
Fri: University of Michigan survey (how people feel about money) and American Express earnings.
Next week: The Fed meets Oct 27–28. As of Monday, traders saw about an 84% chance of no rate hike.
Scanner pick: LULU (Lululemon)
This is a long-term idea. It’s our latest real pick, from Oct 11 (10 days old). Our Oct 18 check found no new name.
Price: about $94.50
About 58% below its 52-week high (its top price in the past year)
Free cash flow (cash left after paying bills): about $1.35B
Why: the brand took a hit we think is temporary.
One oil drop doesn’t end the oil story. Stick to your plan. No chasing.
This newsletter is for informational purposes only and does not constitute investment advice. Clase de Plata is not a registered investment advisor. Do your own research.
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