Surge in Oil Revives Rotation to Energy Stocks | Julius de Kempenaer (04.10)
Sector Spotlight with Julius de Kempenaer • 26m
In this week's episode of Sector Spotlight, Julius puts the spotlight on Energy, starting off with a look at the rotation of various commodity groups and a focus on the group of Energy-related commodities. Following this assessment, he moves to the Energy sector and the stocks inside it, highlighting a change in leadership and pointing out some individual stocks with potential.
Up Next in Sector Spotlight with Julius de Kempenaer
-
Bonds & Financials Crucial for Promis...
The first Tuesday of the month means monthly charts in Sector Spotlight. Julius starts with an overview of long term trends in asset classes, including a look at the USD and BTC and the relationship between stocks and bonds. He then moves on to sectors, beginning with a quick look at the monthly ...
-
Stock Market Entering Year's Stronges...
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...
-
When Stocks are Not Marked Down on Ba...
This week, Julius talks you through his assessment of what's going on in terms of sector rotation and how that connects with his observations of the S&P 500 chart. Following that assessment of current market behavior. He then goes a little outside the scope of the show to address how umpiring fie...
