Oil stays near war highs into next year

Result

If held over the last 3 months (Jul 30, 2026 – Oct 29, 2026): +27.8%. Over the same days: S&P 500 +5.1%.

What it holds

• Crude oil, 80% of the money, +24.4% over 3 months: BRENTOIL (Brent crude oil), CL (WTI crude oil). The war premium in oil holds into next year.
• Cash, 20%.

The plan behind it

Bob Elliott runs Unlimited Funds. On 21 Oct he wrote "Higher for longer oil prices": near-term oil is back near the Iran war highs, and markets expect high prices through next year. He did not give a trade. This holds Brent crude (60%) and US WTI crude (40%), with 20% in cash.

Higher For Longer Oil Prices Near-term oil prices are pushing back to Iran war highs and markets are increasingly expecting elevated prices through next year, suggesting little relief from central bank hiking cycles ahead.

Picked by fxyz from @BobEUnlimited’s post.

What would prove it wrong: Oil futures for next year fall back to pre-war prices.

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