RRG Charts

August 2020

RRG Charts

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Sector Spotlight: Putting Industries Inside Technology

by Julius de Kempenaer

In this edition of Sector Spotlight, I work my way through the investment pyramid in a top-down fashion using RRGs... Read More 

RRG Charts

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What Can We Learn From Equal Weight vs. Cap Weighted Rotations on RRG?

by Julius de Kempenaer

By far the most-watched Relative Rotation Graph is the one that shows the rotation for the 11 S&P sectors, and for good reason; it shows very clearly where the strengths and weaknesses in the various areas of the market are... Read More 

RRG Charts

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Sector Spotlight: Opportunities in the Industrials Sector

by Julius de Kempenaer

In this edition of Sector Spotlight, I put last week's rotations for asset classes and sectors into a longer-term perspective... Read More 

RRG Charts

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Sector Spotlight: Four Interesting Sector Rotations

by Julius de Kempenaer

In this edition of Sector Spotlight, I look at the rotations for Asset Classes and US sectors, zooming in on the combination of weekly and daily rotations for Consumer Discretionary, Materials, Communication Services and Technology... Read More 

RRG Charts

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Sector Rotation From Materials and Discretionary to Tech and Communication

by Julius de Kempenaer

The weekly Relative Rotation Graph for US sectors shows four sectors at the right-hand side of the plot, JdK RS-Ratio > 100 and all seven other sectors at the left-hand side. This indicates that, from a relative strength perspective, the market is driven by only four sectors... Read More 

RRG Charts

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Sector Spotlight: Bonds are Looking Good

by Julius de Kempenaer

As is usual for the first episode of Sector Spotlight of a new month, I take an in-depth look at developments on the monthly charts for Asset Classes and Sectors... Read More 

RRG Charts

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Watching Rotations into Real Estate and Technology (again)...

by Julius de Kempenaer

At the start of the week, two tails on the Relative Rotation Graph for US sectors are showing interesting rotations. These are the tails for for XLRE and XLK... Read More