
June 23, 2025 Investor Insights
US Oil
June 23, 2025
Enjoy this week's "Investor Insights," a weekly newsletter that highlights the financial news you need and provides tips and tricks for making better investment decisions.
- The S&P 500 has now surged over 20% in just two months—only for the sixth time in 70 years. After each of the last five occurrences, the index increased by an average of 31% over the following year. *1
- The U.S. now produces over 20% of the world’s oil—double that of Saudi Arabia or Russia (around 10% each). Driven by fracking, output has jumped from 7.4 million barrels per day 20 years ago to a record 20.8 million in March. 2
- In 2024, 61.4% of Google’s revenue came from internet search. If AI cuts that in half over the next three years, Google’s other businesses—like Waymo and YouTube—would need to grow revenue by 79.5% just to offset the loss. 3
- In 2024, just 20.9% of the S&P 500 was comprised of traditionally defensive stock sectors, such as Healthcare, Utilities, Energy, and Consumer Staples—down from nearly 50% during the 2008–2009 crisis. That’s the lowest level in 35 years. 4
Sources:
- MFS- "Beyond the News"
- Bloomberg - "US Enjoys a Rare Moment of Oil Supremacy in Iran"
- Barrons - "Can Google Survive Without Search?
- The Irrelevant Investor - "The Compound and Friends: Why Defensive Stocks Have Disappeared"
*Past performance is not indicative of future performance
Disclosure: This information is furnished for the use of Glen Eagle Advisors, LLC, Glen Eagle Wealth, LLC, and their clients and/or contacts. It does not constitute the provision of investment advice to any person. It is not prepared with respect to the specific objectives, financial situation, or particular needs of any specific person. Investors reading this commentary should consult with their Glen Eagle representative/financial advisor regarding the appropriateness of investing in any securities or adapting any investment strategies discussed or recommended in this newsletter.
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