RRG Charts

January 2015

RRG Charts

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Utilities leading the (relative) way

by Julius de Kempenaer

The Relative Rotation Graph below holds the nine S&P sector ETFs showing the weekly relative trends against the S&P 500 (SPY) and against each other. As you can see it is pretty crowded in the top-right, leading quadrant and a lot less so in the opposite lagging quadrant... Read More 

RRG Charts

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Long Real Estate and Short Commodities .... End of Story

by Julius de Kempenaer

The relative rotation of various asset classes continues to tell the same story as it has been doing for quite a while now... Read More 

RRG Charts

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Are US stocks losing their edge?

by Julius de Kempenaer

In my first article of this year I talked about more developed markets improving versus Emerging Markets... Read More 

RRG Charts

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No Mickey Mouse rally for DIS

by Julius de Kempenaer

Below is the Relative Rotation Graph holding the 30 stocks that make up the Dow Jones Industrials index. When I start analysing a universe like this I always start to look at what's going on on the outskirts of the RRG. In this case they are the names inside the shaded areas... Read More 

RRG Charts

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Swap Emerging Markets for something more developed

by Julius de Kempenaer

It's time to check the world again. The Relative Rotation Graph below shows the relative positions and movement of international equity markets against the FTSE All World index... Read More