Market Entering Period of Strong Seasonality | Julius de Kempenaer (02.28)
Sector Spotlight with Julius de Kempenaer • 27m
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 seasonal pattern for the S&P itself, then zooming in on a few sectors that historically have strong or weak seasonal tendencies. We will see whether we can align that with the current rotations.
Up Next in Sector Spotlight with Julius de Kempenaer
-
This Sector is On Fire | Julius de Ke...
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 ...
-
Some Valentine Love For the Tech Sect...
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.
-
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.
