Public Market Proxies And VehiclesVehicle

Software sector ETF proxy ($IGV) vs energy outperformance

March 27, 2026Tony Greer

Tony Greer contrasts energy ETFs ripping while software and bitcoin proxies are in bear markets, using sector ETFs to express regime shift and volatility.

Energy stocks $XOP $OIH $XLE all up over 40% YTD and closing on the highs of the move.
Software, social media, Bitcoin - $IGV $SOCL - bear markets, down over 20%.
$VIX = 30.
Tony Greer
sector-rotationetfvolatilitybitcoin

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