Julius kicks off the show with an overview of last week's rotation in asset classes and the immediately blends them with a longer term picture using the weekly RRGs and price charts.
Next, the focus is on stock sectors. Starting with a lookback at last week's rotations and performances and then also blending those short rotations with the longer term outlook.
While doing that Julius continues to build the case for some weakness ahead highlighting a rotation "under the hood" out of Technology into a few more defensive sectors. With the long-term UP trends still intact this looks to be prelude to new buying opportunities in due course.
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