On this episode of StockCharts TV’s Sector Spotlight, I dive deep into rotations for asset classes and sectors. Bitcoin, as a proxy for crypto currencies as an asset class, is shooting off into the leading quadrant, while commodities are losing strength and stocks are back in the lead. In sectors, we see a move away from defensives, while Technology has jumped to new all-time highs. The Consumer Discretionary sector is currently putting some pressure on the market from a relative perspective, and therefore seems to be holding the key for a broader participation and stronger S&P 500.
This video was originally broadcast on November 20, 2023. Click anywhere on the Sector Spotlight logo above to view on our dedicated Sector Spotlight page, or click this link to watch on YouTube.
Past episodes of Sector Spotlight can be found here.
#StaySafe, -Julius
Julius de Kempenaer
Senior Technical Analyst, StockCharts.com
Creator, Relative Rotation Graphs
Founder, RRG Research
Host of: Sector Spotlight
Please find my handles for social media channels under the Bio below.
Feedback, comments or questions are welcome at Juliusdk@stockcharts.com. I cannot promise to respond to each and every message, but I will certainly read them and, where reasonably possible, use the feedback and comments or answer questions.
To discuss RRG with me on S.C.A.N., tag me using the handle Julius_RRG.
RRG, Relative Rotation Graphs, JdK RS-Ratio, and JdK RS-Momentum are registered trademarks of RRG Research.
Julius de Kempenaer is the creator of Relative Rotation Graphs™. This unique method to visualize relative strength within a universe of securities was first launched on Bloomberg professional services terminals in January of 2011 and was released on StockCharts.com in July of 2014.
After graduating from the Dutch Royal Military Academy, Julius served in the Dutch Air Force in multiple officer ranks. He retired from the military as a captain in 1990 to enter the financial industry as a portfolio manager for Equity & Law (now part of AXA Investment Managers).
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