Sector Rotation Suggests Market Ready to Move | Julius de Kempenaer (04.18)
Sector Spotlight with Julius de Kempenaer • 28m
It's time for sector rotation! In this episode of Sector Spotlight, Julius de Kempenaer evaluates the current state of the Sector Rotation Model. Each quarter, Julius takes the elements of the Sector Rotation model as described by Sam Stovall (https://stockcharts.com/freecharts/perf.php?[SECT]) and uses the charts of four macroeconomic indicators and the monthly RRG to determine where the economic cycle is positioned, and what that suggests for the S&P 500 moving forward.
After dissecting the sector rotation model, Julius does a quick take on current asset allocation, highlighting the crucial levels for Bitcoin and the USD.
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