RRG Charts June 30, 2020 at 01:55 PM
On this episode of Sector Spotlight, I check the seasonality for the month of July, but no clear over- or underperforming sectors are visible... Read More
RRG Charts June 29, 2020 at 07:55 AM
Last week's sector rotation has pushed the Health Care sector into the improving quadrant at a positive RRG-Heading. This makes the sector stand out in a positive way on the DAILY Relative Rotation Graph for US sectors... Read More
RRG Charts June 23, 2020 at 08:00 PM
On this episode of Sector Spotlight, I perform a quick overview of asset class and sector rotation, then focus in on plotting breadth data on Relative Rotation Graphs. After the break, I answer two questions from the RRG mailbag... Read More
RRG Charts June 23, 2020 at 12:23 PM
This question was forwarded to me by Dave Keller after he received it in the mailbag for his show The Final Bar. "The RRGs attached all make sense except for XLE. It was down nearly 9% the last two days, but the RRG has it moving up from weakening... Read More
RRG Charts June 16, 2020 at 08:00 PM
On this episode of Sector Spotlight, I work my way through the Investment pyramid, introducing a new universe for commodity sub-indexes. In particular, I highlight the steepening of the yield curve, which could be a threat for the S&P... Read More
RRG Charts June 16, 2020 at 11:47 AM
In my weekly Sector Spotlight show on StockCharts TV, I present a segment on pair-trading ideas from time to time. This initially started out as 1-1 pair trades ideas, later changing to a basket of long ideas vs. a basket of short ideas... Read More
RRG Charts June 12, 2020 at 09:04 AM
Yesterday's (6/11/2020) big drop in the S&P did not cause any weird hooks or unexpected rotations on the Relative Rotation Graph... Read More
RRG Charts June 09, 2020 at 12:16 PM
On this episode of Sector Spotlight, after a quick overview of asset classes and sector rotation, I dive into the mailbag and answer three questions. One of them shows two quantitative studies involving expected returns after a tail turning into a 0-90 degree heading... Read More
RRG Charts June 02, 2020 at 09:00 PM
On this episode of Sector Spotlight, I take a look at the longer-term picture for asset Classes and sectors using monthly bar-charts, then show how sometimes a shift to a line chart may give you even more insight... Read More
RRG Charts June 02, 2020 at 02:49 PM
In this week's episode of Sector Spotlight (Tuesday 10.30-11.00am ET), I ran out of time to review outstanding pair-trades so I am writing them up here in this article. Monitoring (pair trade) ideas and how to properly communicate and track them remains an ongoing concern... Read More