Be Careful what you wish for.... Finally the market seems to be starting to give in. As Europe opens the week lower and the US follows, Julius assesses the rotations at asset class and sector level. With the market now moving into what seems to be a transition mode, we need to start thinking about the next phase as the long term trends are still pointing higher.
In the segment on sector rotation, Julius grabs the opportunity to answer a question from the mailbag relating to the rotations and performance for the Energy sector on the daily and weekly Relative Rotation Graphs.
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