On this first Tuesday of the month, Julius addresses the trends for asset classes and sectors on the monthly charts. There is no clear trend for "the market" -- only one sector is in an uptrend, while five are in downtrends and five are more sideways. The USD index has reached a crucial support level, as long as that holds a renewed period of USD strength may be in the making.
On this last Tuesday of the month, Julius de Kempenaer addresses the seasonality effects for stocks in general, as well as sectors. He then aligns these historical observations with the actual rotations as they are playing out on the Relative Rotation Graph, while looking for actionable insights....
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 rotat...
This week's episode of Sector Spotlight is dedicated to a review of the current state of sector rotation in both asset classes and sectors. At Asset Class level, the rotations for the USD and its digital counterpart Bitcoin are worth a closer look as both are showing interesting technical develop...
