AMZN & TSLA Causing Weak Sector Rotation For XLY | Julius de Kempenaer (11.22)
Sector Spotlight with Julius de Kempenaer • 26m
In this episode, Julius presents a big sector special for the Consumer Discretionary sector. After a very brief review of Asset Classes and, more specifically, BTC, followed by a quick look at general sector rotation, Julius dives into Consumer Discretionary. He highlights the difference in rotation between XLY and its Equal Weight counterpart, then picks some of the more interesting charts in the sector. Clearly AMZN and TSLA are the party poopers here, but, when we look beyond these two big boys, there are actually quite a few good-looking charts that offer opportunities for investors.
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