RRG Charts

October 2020

RRG Charts

Sector Spotlight: Asset Rotation on Same 2016 Track

by Julius de Kempenaer

In this edition of Sector Spotlight, I review asset and sector rotations of the last week, then move on to my monthly segment on seasonality and whether or not it matches with current rotations... Read More 

RRG Charts

Seasonality is Pointing to Outperformance for Materials and Industrials in November

by Julius de Kempenaer

We are approaching the month of November, which, this year, also means election month. In last week's edition of the ChartWatchers Newsletter, I wrote an article. Presidential Rotation, on how the rotations for Stocks vs... Read More 

RRG Charts

Sector Spotlight: Explosive Move in Stock/Bond Ratio Coming?

by Julius de Kempenaer

In this edition of Sector Spotlight, I look at last week's performance and rotations for asset classes and stock sectors... Read More 

RRG Charts

DISH is a New Short in the RRG L/S Basket

by Julius de Kempenaer

From time to time, I present Long/Short or Pair Trading ideas in my weekly Sector Spotlight show on StockCharts TV. During the past few months, I have started to track these ideas as a portfolio... Read More 

RRG Charts

Sector Spotlight: RRG L/S Basket Update

by Julius de Kempenaer

In this edition of Sector Spotlight, I cover rotational developments over the last two weeks for asset classes and sectors. After that, I take a look at the current positions in the Long/Short basket, which is up well over 10% since March... Read More