Strong Seasonal Sector Rotation | Julius de Kempenaer (05.02)
Sector Spotlight with Julius de Kempenaer • 27m
This a packed episode of Sector Spotlight; as you'll notice from the different setup, Julius recorded IN the studio at the StockCharts.com headquarters! With the show on hiatus last and this week being the first Tuesday of the month, Julius covers both the seasonal outlook for May and the completed monthly charts for April in this show.
However, at the start of the show Julius addresses an error that crept into the last show which covered the sector rotation model. And you need to own your mistakes!
Up Next in Sector Spotlight with Julius de Kempenaer
-
Sector Rotation Suggests Market Ready...
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]) a...
-
Surge in Oil Revives Rotation to Ener...
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, highligh...
-
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 ...
