After addressing seasonality and monthly charts in last week's episode, Julius goes back to talking you through the current rotations in Asset Classes and Sectors. The big picture is still for stocks going through a temporary recovery within the contours of a downtrend in the higher time-frame. Julius then addresses the rotation for the Real-Estate sector in more detail, showing the completion of a pretty clear Head & Shoulders top formation, which is likely to send Real Estate lower in coming weeks/months.
Julius brings you a new episode that's jam-packed with content. First, he gives an update on current rotations in asset classes and sectors, highlighting continued strength for defensive sectors. As this Tuesday (5/31) is both the last Tuesday of the month (of May) and the end of the month, he co...
Using Relative Rotation Graphs, Julius talks you through the rotations for asset classes and sectors as they are currently unfolding. At asset class level, the improvement for fixed-income-related assets is worth noticing, as it is pushing stocks (SPY) down and into the lagging quadrant against a...
In this episode of Sector Spotlight very briefly touches on the rotation for asset classes and then spends a bit more time on sectors. Highlighting that defensive sectors are still in the driving seat but also alerting one sector that could come up as potentially interesting for when things start...
