Julius addresses an email he received from a user with the subject line saying "Does RRG Really Matter?" At first look, one could think a lot of things on such a subject line. However, it appeared to be a very well written and thoughtful email from a user presenting a real life use case in which he used RRG to put on two option trades that ended up being losses. Julius dives into the process, the assumptions, the usage of RRG, and the translation from a view to a position based on this user's story.
The weekly review of last week's rotations only deals with sectors this time to save some time for the mailbag segment.