In this year's first episode of Sector Spotlight, Julius de Kempenaer addresses the expected seasonal performance for the stock market and the individual sectors, coming up with one sector at high odds for outperforming the S&P 500 in January, as well as a sector with high odds to underperform the S&P 500. In the second segment, he goes to 30.000 feet and looks at the monthly charts for asset classes and sectors, using Relative Rotation Graphs and price charts.
This week's show presents a thorough review of the current state of sector rotation in the US market. Materials and Industrials are showing strong tails on the Relative Rotation Graph, but the most interesting -- Under The Hood Rotation -- is showing up in the Consumer Discretionary sector. Juliu...
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 l...
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....
