This Sector is On Fire | Julius de Kempenaer (02.21)
Sector Spotlight with Julius de Kempenaer • 27m
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 are probably better avoided.
Up Next in Sector Spotlight with Julius de Kempenaer
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Sector Rotation with Seasonality | Ju...
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.
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Sector Rotation Out of Defense | Juli...
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 ...
