After going over the current rotations for asset classes and sectors, Julius uses the Equal Weight sectors to update and gauge the current position of the market in relation to the economic cycle. Since December things seem to have shifted more towards the full recovery phase which aligns with a market-top moving towards a bear market. Given the fact that the current uptrend is still visible for the S&P500 we are not there yet but underlying rotations and especially the strength of defensive sectors, suggests that things are shifting.
Here is the link to the public chart list that holds the four supporting macro economic indicators that are used to support the sector rotation model: https://schrts.co/CVdPKIYT
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 ...
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...
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...
