RRG Charts

November 2020

RRG Charts

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Sector Spotlight: Equal Weight vs. Cap Weight Rotations

by Julius de Kempenaer

In this edition of Sector Spotlight, I walk viewers through the current state of asset class and sector rotations... Read More 

RRG Charts

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Financial Stocks Showing Strength on Relative Rotation Graph as Dow Hits 30k

by Julius de Kempenaer

The Financial sector has been picking up a lot of relative strength recently. On the Relative Rotation Graph for US sectors (against SPY), XLF is on a rotation trail through the improving quadrant and closing in on a cross over into the leading quadrant... Read More 

RRG Charts

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Adding FB As a Short to RRG Long/Short Basket Trade Ideas

by Julius de Kempenaer

From time to time, I discuss possible long or short positions (stocks, ETFs) based on observations on Relative Rotation Graphs or ideas generated from them. Currently, the baskets contain five positions each... Read More 

RRG Charts

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Sector Spotlight: Rotation OUT of Large-Caps

by Julius de Kempenaer

In this edition of Sector Spotlight, I look at the performances for asset classes and sectors last week, noticing long tails on those daily RRGs - that indicates some big moves that have taken place... Read More 

RRG Charts

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A Closer Look at the Growth to Value Rotation - There is More To It Than Meets the Eye...

by Julius de Kempenaer

There is a lot of talk lately regarding the Growth to Value rotation that seems to be going on. And if you look at the surface, that is certainly true, but there is more to it than meets the eye..... Read More 

RRG Charts

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Sector Spotlight: Sector Rotation After the Election

by Julius de Kempenaer

In this edition of Sector Spotlight, I look at asset class and sector rotation after last week's elections and try to digest the impact for various sectors... Read More 

RRG Charts

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Sector Rotation Shows Money Flowing Out of Technology, Communications and Discretionary

by Julius de Kempenaer

The Relative Rotation Graph for US sectors shows an ongoing rotation out of the three strongest performers in 2020 so far. Technology is inside the weakening quadrant, following a long rotation through leading, and has started to accelerate towards lagging... Read More 

RRG Charts

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Sector Spotlight: Yield Curve Steepening Accelerates

by Julius de Kempenaer

In this edition of Sector Spotlight, as it is the first Tuesday of the new month, I take a look at the monthly charts for asset classes and US sectors. Most of the (strong) monthly trends are still intact... Read More 

RRG Charts

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Monthly Charts, Bars or Lines?

by Julius de Kempenaer

On the first Tuesday of every month, I have a segment in Sector Spotlight in which I look at the completed monthly charts for the previous month... Read More