Stock Market Entering Year's Strongest Month | Julius de Kempenaer (03.28)
Sector Spotlight with Julius de Kempenaer • 27m
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 out on the Relative Rotation Graph.
In the discussion of rotation in the remaining sector, Julius brings in the weights of the various sector in the S&P 500 and explains how these can be clarified to explain the dispersions and shifts of the tails on an RRG.
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