For the 200th episode of StockCharts TV’s Sector Spotlight, I invite Wall Street legend Sam Stovall for an entertaining discussion. Before that, I starts the show with a short look at current market rotations, highlighting the increasing relative weakness for the Energy Sector. I also note money rotating out of defensive sectors and into more cyclical and interest-rate-driven parts of the market. I then bring in Sam for an chat about sector rotation and seasonality, where it is coming from, why it is a thing and how Sam, being a more fundamentally orientated analyst, has incorporated these observations in his work very successfully.
Don’t miss this one-of-a-kind episode, featuring a multitude of timeless knowledge and insights into sector rotation and seasonality characteristics which have played out time and time again; even just knowing “of” them adds value to your arsenal of trading tools.
This video was originally broadcast on December 12, 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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