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Stealth Sector Rotation for XLY | Julius de Kempenaer (12.13)
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. Julius discusses the discrepancy between XLY (cap-weighted) and RCD (Equal weighted) and the effect on the individual stocks inside this sector.