RRG Charts

April 2018

RRG Charts

All eyes on the CAT

by Julius de Kempenaer

Yesterday, Thursday 19th of April, it was my turn again to join Tom and Erin in their Market Watchers Live show again. By the way, I will be joining them every third Thursday of the month to talk about RRG and talk about market developments from an RRG point of view. My idea for yesterday's show was to talk the audience through some of the rationales behind my most recent article on the rotations inside the Dow Jones Industrials index. While I was reading through the article again and watching the updated Relative Rotation Graphs for the Dow Read More 

RRG Charts

AAPL and WMT moving in opposite directions on Relative Rotation Graph

by Julius de Kempenaer

Last week I attended the CMT Association’s annual symposium in New York City. One of the industry events that I visit each year. On the one hand to learn from other industry professionals but very much also to catch up with friends and maintain relationships. As I am writing this, I am still in New York digesting all information and organizing my notes which I gathered during the previous week. And of course, writing this blog-post. Which is an interesting exercise given the political events that occurred over the weekend. Maybe things will be Read More 

RRG Charts

Relative Rotation Graph shows near term strength for Utilities and Staples

by Julius de Kempenaer

The Relative Rotation Graph for US sectors is showing us a few interesting rotational patterns for the week ending 4/6. Studying the RRG above, there are two sector pairs which rotations I want to investigate a bit further. The first one is Consumer Discretionary vs Utilities because they are both at the extremes of the RRG and started turning around. The second combination of sectors to have a better look at is Consumer Staples against Health Care. Both are at the left side of the plot but moving at opposite headings. Summary Read More