Sector Spotlight with Julius de Kempenaer

Sector Spotlight with Julius de Kempenaer

Renowned technician and charting innovator, Julius de Kempenaer, creator of Relative Rotation Graphs and Senior Technical Analyst at StockCharts.com, hosts "Sector Spotlight" weekly on Tuesdays at 10:30am ET. Join Julius as he dives into the latest sector action, analyzing the leaders and laggards to give you a deeper sense of the market's current position. Plus, he'll showcase the use of RRG charts as an incredible tool for analyzing sectors and other market groups.

Sector Spotlight with Julius de Kempenaer
  • Tech is Back, But ... | Julius de Kempenaer (07.27)

    It's the last Tuesday of the month which means that Julius will highlight interesting seasonal patterns for various sectors and explore if they are aligning with the current rotations on the Relative Rotation Graph. It looks like August has some interesting seasonal anomalies that are worth explo...

  • Answering Viewer Questions | Julius de Kempenaer

    With his presentation in Charting the Second Half covering all sectors and their rotations in depth, Julius seizes the opportunity to use this episode of Sector Spotlight to answer questions from the mailbag. Why is this stock showing a negative performance while it is inside the leading quadrant...

  • Risk for SPX Increasing | Julius de Kempenaer (07.06)

    In this first show of the month Julius goes over the completed monthly charts for June. Starting with Asset Classes he points to stretched levels for the stock market and revives the concept of "Reversed Relative Strength" that he first introduced in a blog article back in 2016.
    Julius then cov...

  • Will Seasonality Save SPX? | Julius de Kempenaer (06.29)

    As usual on the last Tuesday of the month, Julius dives into seasonality for sectors. This time he gives a sneak preview of some work that expands on the 3D visualizations he usually uses for this segment.
    At the start of the show, while doing the overviews of last week's rotations in asset class...

  • SPX On The Edge | Julius de Kempenaer (06.22)

    After spending almost an entire show on a question from the mailbag last week, Julius shifts gears again and highlights the most important rotations in asset classes and sectors. In the asset class segment, the stock/bond ratio is highlighted. Then all sector rotations are reviewed on the Relativ...

  • Does RRG Really Matter? | Julius de Kempenaer (06.15)

    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 ...

  • Putting Rotation into Perspective | Julius de Kempenaer (06.08)

    Making up for last week's brief coverage of recent rotations in Asset classes and Sectors, Julius now spends half the show examining recent rotations on the daily Relative Rotation Graphs and puts things into a longer term perspective by using the weekly RRGs supported by the analysis of some of ...

  • It's Healthcare Season | Julius de Kempenaer (06.01)

    On this first Tuesday of the month, Julius combines the usual look at long-term trends on the monthly charts with the seasonal expectations in combination with current rotations as they are visible on the Relative Rotation Graph for US sectors.

    For June there are three sectors that historically ...

  • Rotation to Defense Continues | Julius de Kempenaer (05.25)

    Julius highlights the rotations in asset classes and US sectors as they played out last week and then puts things into a longer term perspective. The warning signals that already popped up over the last few weeks are persisting.
    In the discussion Julius highlights the strong rotation for the defe...

  • Discretionary Danger | Julius de Kempenaer (05.18)

    Julius starts with the usual overview of last week's rotations in asset classes and sectors and blends those observation in with a look at the weekly Relative Rotation Graphs to identify meaningful relative trends.

    On the Asset Class side the chart of GOVT is giving some warning signals while at...

  • It's Not Good Under the Hood | Julius de Kempenaer (05.11)

    Julius kicks off the show with an overview of last week's rotation in asset classes and the immediately blends them with a longer term picture using the weekly RRGs and price charts.
    Next, the focus is on stock sectors. Starting with a lookback at last week's rotations and performances and then a...

  • Short Term Weakness Ahead | Julius de Kempenaer (05.04)

    On this first Tuesday of May Julius starts with an overview of rotations in asset classes and sectors last week using Relative Rotation Graphs. The main theme remains intact. The stock market is in a long term uptrend and Stocks continue to outperform bonds. However in the near future a pause or ...

  • Seasonal Stars Aligning | Julius de Kempenaer (04.27)

    In this episode of Sector Spotlight on the last Tuesday of the month Julius examines the seasonal patterns for sectors and compares them to the current rotations on Relative Rotation Graphs.
    Five sectors are worth a further investigation based on their historical performance in May. These are Mat...

  • The Tale Of The Tails | Julius de Kempenaer (04.20)

    This weeks show is all about tails. After a short look at last week's rotations for asset classes and sectors Julius dives into the meaning of the tails on the Relative Rotation Graphs. What do they represent? How to use the tail length setting? Why are some tails thicker than others? What's the ...

  • Strong Rotation for Industrials | Julius de Kempenaer (04.13)

    Julius looks at last week's rotations for asset classes and sectors and reviews the daily rotations on the Relative Rotation Graph in combination with the weekly picture and aligns these with the current trends on the price charts. Caution remains for Technology, Discretionary and Health Care. B...

  • 8 Sectors At New Closing Highs | Julius de Kempenaer (04.06)

    It is the first Tuesday of the Month and that means Monthly Charts in Sector Spotlight. As usual Julius brings two batches of monthly charts to the show. One for Asset Classes and one for US sectors. While going over the charts including the recently completed bar for March Julius signals a conti...

  • Tech Is A Drag | Julius de Kempenaer (03.30)

    It is the last Tuesday of the month and that means looking at seasonality. After an overview of last week's rotations and performances for asset classes and sectors, Julius brings up his 3-D visualization for sector seasonality and analyzes the expected patterns for the coming month. He then trie...

  • Rising Real Estate | Julius de Kempenaer (03.23)

    Last week Julius spent a lot of time on answering a question from the mailbag. This week is all about charts.
    As usual, starting with a look back at the rotations as they unfolded in various asset classes and US sectors. After that Julius takes a look at the weekly charts for those asset classes ...

  • A Scan And A Trading Plan | Julius de Kempenaer

    After a quick look at last week's rotations in asset classes and sectors, Julius dives into the RRG mailbag and does an in-depth discussion of a, three part, question that came in.
    All three elements that are in this question come back on a regular basis so it makes sense to do a deep dive and sh...

  • USD Strength and Tech Weakness | Julius de Kempenaer (03.09)

    Julius starts with a look at what happened last week in terms of rotation for asset classes and sectors. After that he puts these rotations in longer term perspective using weekly charts and Relative Rotation Graphs while overlaying the 12-month rolling BETA for sectors and comparing those values...

  • Small-Caps Secret Message | Julius de Kempenaer (03.02)

    In "What happened last week" Julius goes over the rotations for asset classes and sectors as they were traced out last week. While talking about the short term rotations he brings in the weekly RRGs and charts to find matching and therefore more reliable trends.

    After the break Julius examines l...

  • Seasonal Surprise for XLRE | Julius de Kempenaer (02.23)

    Last Tuesday of the month means Julius will dive into the seasonal outlook for the month(s) ahead. Communication Services seems on track with its current rotation on the Relative Rotation Graph. But a surprise could be coming from the Real Estate sector (XLRE).
    Of course there will also be the us...

  • This Bull Has Legs To Run | Julius de Kempenaer

    After a review of last week's rotations in asset classes and sectors, Julius does a deep dive into the Sector Rotation Model. He brings together all different elements of the Sector Rotation Model using Relative Rotation Graphs to gauge the current state for sectors in the stock market. Then he a...

  • Three Sectors That Will Drive SPY Higher | Julius de Kempenaer (02.09)

    Julius walks you through the current rotations in asset classes and US sectors using Relative Rotation Graphs. On the weekly RRG for sectors he identifies three sectors that are rotating back into the leading quadrant. And when these sectors are outperforming, they will very likely drive the mark...