For the two hundredth episode of StockCharts TV’s Sector Highlight, I invite Wall Road legend Sam Stovall for an entertaining dialogue. Earlier than that, I begins the present with a brief take a look at present market rotations, highlighting the growing relative weak point for the Vitality Sector. I additionally word cash rotating out of defensive sectors and into extra cyclical and interest-rate-driven components of the market. I then herald Sam for an chat about sector rotation and seasonality, the place it’s coming from, why it’s a factor and the way Sam, being a extra essentially oriented analyst, has integrated these observations in his work very efficiently.
Do not miss this one-of-a-kind episode, that includes a large number of timeless information and insights into sector rotation and seasonality traits which have performed out time and time once more; even simply realizing “of” them provides worth to your arsenal of buying and selling instruments.
This video was initially broadcast on December 12, 2023. Click on wherever on the Sector Highlight brand above to view on our devoted Sector Highlight web page, or click on this hyperlink to observe on YouTube.
Previous episodes of Sector Highlight could be discovered right here.
#StaySafe, -Julius
Julius de Kempenaer
Senior Technical Analyst, StockCharts.com
Creator, Relative Rotation Graphs
Founder, RRG Analysis
Host of: Sector Highlight
Please discover my handles for social media channels underneath the Bio beneath.
Suggestions, feedback or questions are welcome at Juliusdk@stockcharts.com. I can’t promise to answer every message, however I’ll actually learn them and, the place moderately doable, use the suggestions and feedback or reply questions.
To debate RRG with me on S.C.A.N., tag me utilizing the deal with Julius_RRG.
RRG, Relative Rotation Graphs, JdK RS-Ratio, and JdK RS-Momentum are registered logos of RRG Analysis.
Julius de Kempenaer is the creator of Relative Rotation Graphs™. This distinctive technique to visualise relative energy inside a universe of securities was first launched on Bloomberg skilled providers terminals in January of 2011 and was launched on StockCharts.com in July of 2014.
After graduating from the Dutch Royal Navy Academy, Julius served within the Dutch Air Pressure in a number of officer ranks. He retired from the navy as a captain in 1990 to enter the monetary business as a portfolio supervisor for Fairness & Regulation (now a part of AXA Funding Managers).
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