It's the last Tuesday of May, so Julius dives into the seasonal characteristics of the markets. He starts with a quick look back at seasonal rotation during May, then moves to assess the seasonal expectation for the S&P 500 in the coming month of June and the alignment with current price behavior...

In this week's episode of Sector Spotlight, Julius de Kempenaer looks at sector rotation while breaking down the universe into offensive, defensive, and sensitive sectors. He then zooms in on the groups that make up the technology sector and some of the stocks in them and finds a few names that s...

In this 175th episode of Sector Spotlight, Julius takes a look at developments on asset class level and more specifically, the USD and BTC. He then moves on to compare current cap-weighted sector rotation with its equal-weight equivalent to find some interesting differences.

Finally, Julius re-i...

After looking at the Sector Rotation Model, Seasonality, and Monthly charts, it is time for an assessment of current market rotation again. In this episode of Sector Spotlight, Julius takes a look at the rotations for asset classes on weekly and daily time frames and shows how stocks and bonds ar...

This a packed episode of Sector Spotlight; as you'll notice from the different setup, Julius recorded IN the studio at the StockCharts.com headquarters! With the show on hiatus last and this week being the first Tuesday of the month, Julius covers both the seasonal outlook for May and the complet...

It's time for sector rotation! In this episode of Sector Spotlight, Julius de Kempenaer evaluates the current state of the Sector Rotation Model. Each quarter, Julius takes the elements of the Sector Rotation model as described by Sam Stovall (https://stockcharts.com/freecharts/perf.php?[SECT]) a...

In this week's episode of Sector Spotlight, Julius puts the spotlight on Energy, starting off with a look at the rotation of various commodity groups and a focus on the group of Energy-related commodities. Following this assessment, he moves to the Energy sector and the stocks inside it, highligh...

The first Tuesday of the month means monthly charts in Sector Spotlight. Julius starts with an overview of long term trends in asset classes, including a look at the USD and BTC and the relationship between stocks and bonds. He then moves on to sectors, beginning with a quick look at the monthly ...

On this last Tuesday of the month, Julius takes a look at seasonality as the S&P 500 enters the (historically speaking) strongest month of the year. Two sectors are showing meaningful odds for outperformance in April, and one of them nicely aligns with the current sector rotation as it is playing...

This week, Julius talks you through his assessment of what's going on in terms of sector rotation and how that connects with his observations of the S&P 500 chart. Following that assessment of current market behavior. He then goes a little outside the scope of the show to address how umpiring fie...

After two episodes looking at longer-term trends, first in seasonality and then in price trends on the monthly charts, Julius now talks you through what's happening in current rotations for asset classes and sectors. He looks at the Relative Rotation Graphs on the weekly and the daily timeframes ...

On this first Tuesday of the month, Julius takes a look at the completed monthly charts for February for both Asset Classes and Stock sectors. While evaluating last month's performance for the individual sectors, Julius included the February seasonality numbers, and it is interesting to see that ...

In this episode, Julius assesses the current state of sector rotation, highlighting the ongoing rotation out of defense in favor of more offensive and economically-sensitive sectors. As it is the last Tuesday of the month, seasonality will make up a big part of the show, including a look at the s...

This week, Julius looks at the current state of sector rotation, highlighting the most important rotations from a positive as well as a negative perspective. After that, he zooms in on the Communication Services sector and highlights seven individual stocks; four worth considering and three that ...

In this Valentine's edition of Sector Spotlight, host Julius de Kempenaer addresses high level asset-class rotation, then steps into sectors. From the sector level, he uses Relative Rotation Graphs, in combination with the scan engine, to drill down into industries and individual stocks.

For this first week of February, Julius covers both the seasonality and the monthly charts segments. We have an interesting alignment of seasonal expectation and current sector rotation floating to the surface, offering a nice potential pair trading opportunity.

This week, Julius de Kempenaer addresses the current state of asset class rotation and then moves on to sector rotation. He divides the market in three groups; Offensive, Defensive and Sensitive, and finds an interesting alignment that should be taken seriously as an early warning for an ongoing ...

This week, Julius dives into the possibilities of using Relative Rotation Graphs to help us get a handle on market breadth. He uses specific StockCharts.com breadth indices and plots all individual stocks inside a sector against a flat, absolute, performance line, which helps us to understand how...

In this episode of Sector Spotlight, Julius takes a look at the Sector Rotation Model and addresses the current state of stock market sector rotation. He then discusses the four macroeconomic indicators that form an integral part of the model to asses in which phase of the cycle we are at the mom...

In this episode of Sector Spotlight, Julius looks at the current state of sector rotation, then walks through all 11 sector charts to make an assessment on their individual (relative) trends and their near-term support and resistance levels. He then uses all this information to "Reverse Engineer"...

In this year's first episode of Sector Spotlight, Julius de Kempenaer addresses the expected seasonal performance for the stock market and the individual sectors, coming up with one sector at high odds for outperforming the S&P 500 in January, as well as a sector with high odds to underperform th...

This week's show presents a thorough review of the current state of sector rotation in the US market. Materials and Industrials are showing strong tails on the Relative Rotation Graph, but the most interesting -- Under The Hood Rotation -- is showing up in the Consumer Discretionary sector. Juliu...

On this first Tuesday of the month, Julius addresses the trends for asset classes and sectors on the monthly charts. There is no clear trend for "the market" -- only one sector is in an uptrend, while five are in downtrends and five are more sideways. The USD index has reached a crucial support l...

For this 100th episode, Julius invited market veteran Tom Dorsey to join him for a chat and celebrate 100 episodes of Sector Spotlight! They touch on how and when they had their ah-ha moment, or “epiphany” as Tom refers to it, where P&F charting and Relative Strength analysis made a decisive impa...