After months of whiplash sector swings, the market may finally be showing signs of settling down. In this video, Julius de Kempenaer uses Relative Rotation Graphs (RRG) to analyze asset class rotation at a high level and then dives into sectors and factors. Julius highlights the rotation into cryptocurrencies and…
A good trade starts with a well-timed entry and a confident exit. But that’s easier said than done. In…
For those who focus on sector rotation, whether to adjust portfolio weightings or invest directly in sector indexes, you’re…
Just when we thought tariff talk had gone quiet, it’s back on center stage. With the reciprocal tariff deadline…
The past week has been relatively stable in terms of sector rankings, with no new entrants or exits from…
S&P 500 earnings are in for 2025 Q1, and here is our valuation analysis. The following chart shows the…
I like to trade stocks that are relative leaders and belong to industry groups that are leaders as well.…
S&P 500 earnings are in for 2025 Q1, and here is our valuation analysis. The following chart shows the…
After a strong move in the week before this one, the Nifty spent the last five sessions largely consolidating…