Sector Rotation Model Shows The Way | Julius de Kempenaer (11.08)
Sector Spotlight with Julius de Kempenaer • 26m
In this episode of Sector Spotlight, Julius updates the theoretical sector rotation model with his current observations of the ongoing rotation of sectors on the Relative Rotation Graph. For this, he uses the equal weight sector universe, as well as the charts of the four macro economic indicators that help us to get a handle on which phase the economy is in. The combination of these two leads to a pretty clear message for the markets.
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