In this short video we go over how market breadth and sentiment have driven stock prices throughout the year. As we head into 2022, the current sentiment is much different than it was 6 months ago, 12 months ago or 24 months ago. An environment that was lacking bears and filled with bulls is now the opposite as we enter the new year. If you're interested in the slides, please email [email protected] Password: "Santa Claus Rally".
This year, the top sectors experienced big price swings due to gyrations in interest rates. Expect this dynamic to play out into next year as I review what to be on the lookout for.
Many commodity markets were in dynamic uptrends for most of 2021. This put pressure on, and contributed to, the upward acceleration of the Consumer Price Index (C.P.I.) during the year. Traditionally rising inflation trends go hand in hand with falling bond prices (rising interest rates). The Com...
Julius takes a look at the major rotations that played out in 2021. He observes that there is a clear distinction between sector rotation in the first and the second half of the year. Showing the Relative Rotation Graph and the price charts side by side, he then talks you through the rotations of...
