In this week's episode Julius briefly looks at the current rotations in asset classes and then dives into sectors. After a look at what happened last week, he breaks down the sector universes into cyclical/offensive, defensive, and sensitive. Julius then compares the rotations between large cap, equal weight, and small cap sectors to find anomalies or supportive rotations.
Given the title of this show it's no surprise that defensive sectors are coming out on top in all three groups.
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