On this first Tuesday in April, Julius brings the monthly charts for asset classes and sectors to the forefront again. After a review of last week's rotations he brings up the monthly charts for the most important asset classes as well as sectors that exhibit interesting movements on the monthly time frame and discusses potential opportunities and risks.
The combination of dropping bonds (and thus rising yields), and the utilities sector breaking to new highs looks to be a killer combination and does not seem to be the best base for a new or continuing rally.
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After having missed last week's show, Julius catches up with a discussion on rotations for asset classes and sectors especially pointing out the rapidly rising interest rates and their potential impact on stocks.
The near term rotations are in favor for stocks but the longer-term outlook remains ...
In this episode of Sector Spotlight Julius addresses last week's rotations for asset classes and sectors. After that he looks deeper into the current structure of the S&P 500 chart in combination with the RSI and discusses the interpretation of the current positive divergence that a lot of pe...
After another volatile week, Julius takes a look at rotations as they unfolded in asset classes and sectors where he finds defensive sectors topping the charts.
Following the events in Eastern Europe between Russia and Ukraine he then takes another look at developments and rotations among interna...